We’re gon na get things kicked off by going into our menu, into our account once 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can also specify which calendar to include those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or perhaps it’s your complete name. Remember, 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 media accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes occur. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters into play. And now let’s proceed to the occasions themselves and how can you set up several events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have available.
And last but not least, we can select a different color. This is really helpful if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of