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 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 imply by this, is things beyond simply Calendly visits however things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can likewise specify which calendar to include those appointments to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just select include calendar account here and you can validate with any calendar service consisting of 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 just wan na encourage you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes take place. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can pick 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. And now let’s carry 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 customers 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 really our main page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na pick 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 conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, 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 event is about compared to maybe some of the other occasions that I have offered.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of