We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very 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 check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to include those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up 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 simply wan na motivate you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your great profile photo here together with your name and possibly a welcome message just when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your business or perhaps 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 simply 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 just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. 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 events presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 primary page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an individually conference or a group conference. Now a group conference lets numerous invitees 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. But in most cases, the majority of individuals are utilizing Calendly for one-on-one conference.
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 say update, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have readily available.
And lastly, we can choose a various color. This is very helpful if you have numerous events, I’m gon na pick red in this case so it sticks out from the other events that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of