We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very 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 inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use several calendars to check for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those visits to. This is certainly gon na be your really 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 publish an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you want to add here. And last but not least, we can click on the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or maybe 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 site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here simply to show 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 2 events currently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters 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 easy for your prospective leads or for your clients 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 house screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of 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 provide their phone number. I’m gon na say update, that’s gon na save that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have offered.
And lastly, we can select a various color. This is extremely useful if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of