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 very first locations that you’re gon na wan na go is up here to your account. The 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 suggest by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions 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 actually our primary page here on the house screen where you can add and modify existing occasions. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either produce an individually conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered.
And lastly, we can pick a different color. This is very practical if you have multiple events, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of