We’re gon na get things kicked off by going into our menu, into our account once 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to add those visits to. This is definitely 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 confirm with any calendar service including 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 simply wan na motivate you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and maybe a welcome message simply when they arrive on your start 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 want to include here. And lastly, we can click the my link.
Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. But 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on 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 have actually got two occasions presently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients 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 main page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an individually conference or a group meeting. Now a group meeting lets several guests meet you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of people are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have available.
And lastly, we can pick a various color. This is very handy if you have multiple events, I’m gon na select red in this case just so it sticks out from the other events that I’ve already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of