We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 include one or more calendar accounts.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply 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 look for conflicts. You can use several calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can confirm 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 publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps 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 or some other image that you wish to include here. And lastly, we can click the my link.
Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your business or perhaps it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land 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 simply 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. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events 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. So let’s return to our menu within our account screen here. And this is really our main page here on the home screen where you can include and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an individually meeting or a group conference. Now a group conference lets several guests meet with 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 bulk 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 conserve that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have readily available.
Now as soon as we struck 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