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 very 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 inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can confirm with any calendar service including 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 publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile image here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your full name. But remember, 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 people straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal 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 have actually got 2 events currently that people can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into 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 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 really our primary page here on the house screen where you can add and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for one-on-one 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 say upgrade, that’s gon na conserve that choice here. I’m simply gon na say, this is a conference 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 offered.
And lastly, we can select a different color. This is really useful if you have multiple events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of