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 places 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 inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established correctly. Simply choose include calendar account here and you can confirm 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 motivate you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click the my link.
Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your full name. Remember, 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently 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 enters play. But now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy for your potential 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 really our main page here on the house screen where you can include and edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have offered.
Now as soon as we struck 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