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 places 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 examine other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can also specify which calendar to add those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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 visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and perhaps a welcome message just when they land on your start page. Next action, you also 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 on the my link.
Now this is probably more crucial than you think. 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 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’ve been finished with your account settings, let’s return to the home 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 shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as simple 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 actually our primary page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for individually conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have offered.
And lastly, we can pick a various color. This is extremely helpful if you have several occasions, I’m gon na choose red in this case so it stands out from the other events that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of