We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the first places 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 add one or more calendar accounts.
to examine other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring 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 disputes. You can use multiple calendars to check for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify 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 just wan na encourage you to upload an image. So 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 together with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click on the my link.
Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your organization or perhaps it’s your full 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 website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions 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 design comes 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. So let’s return 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 modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of individuals are using Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of