We’re gon na get things kicked off by going into our menu, into our account once 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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 motivate you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And finally, we can click on the my link.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your business or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing 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 land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the occasions themselves and how can you establish 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 truly our main page here on the house screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, the majority of people are utilizing Calendly for individually conference.
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 save that option 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 separate what this occasion is about compared to possibly some of the other occasions that I have available.
And last but not least, we can pick a different color. This is extremely valuable if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of