We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very first locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have selected up here and you can also define which calendar to include those appointments to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established properly. Simply choose add calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile photo here together with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or maybe it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have available.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of