We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the 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 add one or more calendar accounts.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just choose 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 simply wan na motivate you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here in addition to your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And lastly, we can click on the my link.
Now this is probably more vital than you believe. In most cases, 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 link from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s proceed to the events themselves and how can you establish one or more occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So 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 include and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and develop a brand-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 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several invitees meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals 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 offer their phone number. I’m gon na say update, that’s gon na save 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 when we hit 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