We’re gon na get things kicked off by going into our menu, into our account as soon as 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to check for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Just choose include calendar account here and you can authenticate with any calendar service including 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 encourage you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo 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 important than you believe. In many cases, you’re gon na wan na put the name of your service or possibly 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 website 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’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 actually our main page here on the house screen where you can add and modify existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and develop a brand-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 options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals 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 supply their phone number. I’m gon na state update, that’s gon na save that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have offered.
Now once we struck 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