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 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 suggest by this, is things beyond just Calendly consultations 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 also look for conflicts. You can use multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate 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 simply wan na encourage you to submit an image. If this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe 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 design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly 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 home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where people 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 among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 home screen where you can add and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets several invitees consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. However for the most part, most of individuals are utilizing 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 supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just gon na state, this is a conference 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 readily available.
And lastly, we can select a different color. This is extremely handy if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually already produced. Now once we hit 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. So by opening this app, you’re gon na see a lot of