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 very 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 examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are taking place maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize several calendars to check for conflicts more than just the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established properly. Simply choose include calendar account here and you can authenticate 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 simply wan na motivate you to submit an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend 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 step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your business or maybe it’s your complete name. Keep in mind, 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 people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here simply to show you where this appears. 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 occasions presently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as easy 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 really our primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually conference or a group conference. Now a group conference lets numerous guests meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for one-on-one conference.
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 conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have offered.
Now when we struck 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