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 first places 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 add one or more calendar accounts.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have picked up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate 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 just wan na encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click my link here simply to show you where this appears. 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 two occasions currently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as easy 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 really our primary page here on the house screen where you can add and edit existing events. I’ve got two events that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group conference lets several invitees consult with 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 many cases, the bulk of people are utilizing Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available.
And finally, we can select a different color. This is extremely useful if you have several events, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of