We’re gon na get things kicked off by going into our menu, into our account once 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 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 mean by this, is things beyond just Calendly consultations but things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established properly. Just choose include calendar account here and you can confirm 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 simply wan na encourage you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile image here in addition to your name and perhaps a welcome message just when they arrive at your start 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 want to include here. And finally, we can click the my link.
Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your organization or maybe 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 site 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, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here simply to reveal 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 2 occasions presently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up several events 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 main page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option 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 separate what this event is about compared to possibly some of the other events that I have readily available.
And last but not least, we can select a various color. This is very valuable if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve already produced. Now once we struck 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. So by opening this app, you’re gon na see a lot of