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 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 add one or more calendar accounts.
to check other reservations 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 individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Just choose add calendar account here and you can authenticate with any calendar service consisting of 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 simply wan na motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here together with your name and maybe a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or maybe it’s your complete 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 people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary 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 pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients 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 truly our main page here on the home 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 create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an individually conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. But most of the times, the majority of people are utilizing Calendly for individually meeting.
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 state update, that’s gon na save that choice 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 differentiate what this occasion is about compared to perhaps some of the other events that I have available.
Now as soon as 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