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 inspect other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have picked up here and you can also specify which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service consisting of 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 simply wan na motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile picture 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 include your business logo design 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 probably more vital than you think. You’re gon na wan na put the name of your organization or maybe 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 connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when 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 take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients 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 actually our main page here on the home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous 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. In many cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
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 upgrade, that’s gon na save that alternative 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 events that I have available.
And lastly, we can choose a various color. This is extremely valuable if you have multiple occasions, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently created. 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 people book this occasion. By opening this app, you’re gon na see a lot of