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 include one or more calendar accounts.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are taking place perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can validate 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 encourage you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available.
Now once we struck 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