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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply select include 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 just wan na motivate you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes happen. I’m gon na click my link here just to reveal 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’ve got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. But now let’s move on to the occasions themselves and how can you establish one or more events so that it’s as simple for your potential leads or for your customers 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 main page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous 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. But in most cases, most of individuals are utilizing Calendly for one-on-one conference.
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 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, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have available.
And last but not least, we can pick a different color. This is extremely valuable if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of