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 locations 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 inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message simply 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 wish to include here. And last but not least, we can click on the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your service 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals 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 a few of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. 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 presently that people can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your potential 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 have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of individuals are using Calendly for individually conference.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered.
Now as soon as we struck 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