We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up 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 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 meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here together with your name and perhaps a welcome message just when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or maybe 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here just 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’ve got two occasions currently that people can pick from and when they click among those occasions, 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 events 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 really our primary page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for one-on-one conference.
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 update, that’s gon na save that alternative here. I’m simply gon na state, this is a meeting 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 events that I have available.
And last but not least, we can select a different color. This is very practical if you have numerous events, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of