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 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 check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are taking place maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have chosen up here and you can also specify which calendar to include those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add 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 just wan na motivate you to upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and possibly 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 company logo design 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 important than you think. In many cases, you’re gon na wan na put the name of your business or possibly it’s your complete name. However 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients 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 home screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that choice 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 possibly some of the other events that I have available.
And lastly, we can select a various color. This is very handy if you have multiple events, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of