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 indicate by this, is things beyond simply Calendly visits but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established properly. Just select include calendar account here and you can confirm 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 just 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 good profile image here together with your name and maybe a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you want to include here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or possibly 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 site 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’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events currently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers 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 edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several guests meet you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available.
Now when 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