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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts 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 ensure that you have your calendar connections set up correctly. Just choose add 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 encourage you to upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile picture here in addition to your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And finally, we can click on the my link.
Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your business or perhaps 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 media accounts or you can simply 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 go back to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. And now let’s carry on to the occasions themselves and how can you set up several occasions so that it’s as simple for your prospective 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 truly our primary page here on the house screen where you can include and edit existing events. I have actually got two events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available.
Now once 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