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 check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use multiple calendars to check for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can authenticate 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 simply wan na motivate you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here just to show 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 currently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the occasions themselves and how can you set up several events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of individuals 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 supply their phone number. I’m gon na state update, that’s gon na conserve 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 event is about compared to possibly some of the other events that I have available.
And finally, we can select a different color. This is very helpful if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of