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 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 include one or more calendar accounts.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can validate 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 just wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile image here together with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to add here. And finally, we can click the my link.
Now this is most likely more crucial than you believe. In most cases, you’re gon na wan na put the name of your organization or possibly 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 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 arrive at 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 show you where a few of those changes occur. I’m gon na click on my link here just 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 which welcome message. I’ve got 2 occasions presently that people can pick from and when they click on among those events, they are also 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 several occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available.
And last but not least, we can choose a various color. This is very handy if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of