We’re gon na get things kicked off by going into our menu, into our account as soon as 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 check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can authenticate 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 upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message simply when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And finally, we can click on the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your company or possibly it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. And now let’s proceed to the events themselves and how can you set up several occasions so that it’s as simple 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 truly our main page here on the home screen where you can add and edit existing events. I have actually got two events 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 a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several guests consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people 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 supply their phone number. I’m gon na say update, that’s gon na conserve that option 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 distinguish what this event is about compared to possibly some of the other occasions that I have offered.
And last but not least, we can choose a different color. This is really valuable if you have numerous events, I’m gon na select red in this case so it stands apart from the other events that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of