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 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 include one or more calendar accounts.
to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are taking place perhaps in your personal life or other conferences 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 disputes more than just the one that you have picked up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 just wan na encourage you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and maybe a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. However remember, 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 individuals directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. And now let’s proceed 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 really our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing 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 provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available.
Now as soon as 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