We’re gon na get things kicked off by going into our menu, into our account when 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 include one or more calendar accounts.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise define which calendar to include those consultations to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate with any calendar service consisting of 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 simply wan na encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here simply 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 which welcome message. I’ve got two events presently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective 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 actually our primary page here on the house screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing 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 provide their phone number. I’m gon na state update, that’s gon na save that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe 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