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 very 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 bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have picked up here and you can also specify which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just 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 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. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile image 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 quick stop at the branding page to add your business logo design or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with 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 individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your clients 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 occasions. I have actually got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for individually conference.
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 option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have readily available.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of