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 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 appointments but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate with any calendar service consisting of 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 just wan na motivate you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here in addition to your name and possibly a welcome message simply when they arrive on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click on my link here just to show you where this shows up. So 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 2 occasions presently that people can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into play. And now let’s proceed to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers 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 house screen where you can add and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for individually meeting.
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 upgrade, that’s gon na save that choice 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 separate what this event is about compared to possibly some of the other occasions that I have readily available.
Now when we hit 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