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 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 check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just choose include calendar account here and you can verify 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 submit an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your business or maybe it’s your complete 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design 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 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 actually our main page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group conference lets several guests meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, most of people are using Calendly for individually 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 upgrade, that’s gon na conserve that alternative 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 possibly some of the other occasions that I have available.
And last but not least, we can pick a various color. This is really useful if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of