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 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 mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to include those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message just 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 design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is probably more crucial than you believe. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here simply 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 two events currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more 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 actually our main page here on the house screen where you can add and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for individually conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative 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 separate what this occasion is about compared to possibly some of the other events that I have available.
And finally, we can choose a different color. This is really practical if you have numerous events, I’m gon na choose red in this case so it sticks out from the other events that I have actually currently developed. Now as soon as 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. By opening this app, you’re gon na see a lot of