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 add one or more calendar accounts.
to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to include those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Simply select include calendar account here and you can verify 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 encourage you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And finally, we can click 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. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the occasions themselves and how can you set up several events so that it’s as easy 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 really our primary page here on the home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na choose 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 meeting lets numerous guests meet you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for individually 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 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 occasion is about compared to perhaps some of the other occasions that I have readily available.
Now as soon as 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