We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 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 might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize 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 include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include 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 encourage you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your business 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 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 home screen. I just wan na show you where some of those changes occur. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. But now let’s carry on to the events themselves and how can you set up several events so that it’s as simple 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 actually our main page here on the home screen where you can add and modify existing events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. But most of the times, most of people are using 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 provide their phone number. I’m gon na state upgrade, 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, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have readily available.
Now when 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