We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include one or more calendar accounts.
to check other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization 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 website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as 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 changes occur. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo 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 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 occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are using Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available.
And lastly, we can select a different color. This is extremely handy if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of