We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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 include one or more calendar accounts.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also 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 correctly. Simply select add calendar account here and you can confirm 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 upload an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message just 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 or some other image that you wish to include here. And finally, we can click on the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your business or maybe it’s your full name. Remember, 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 just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people 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. But 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 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 truly our primary page here on the house screen where you can add and edit existing events. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, 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 save that choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event 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 occasion. By opening this app, you’re gon na see a lot of