We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 add one or more calendar accounts.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to include those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can validate with any calendar service consisting of 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 simply wan na motivate you to submit an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And lastly, we can click the my link.
Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your organization 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 link from your website or your social networks accounts or you can just copy and paste this and give it to people 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 simply wan na show you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters 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 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 really our main page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’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 simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have offered.
Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of