We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 inspect other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established properly. Just choose include 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 just wan na motivate you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message simply when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or maybe it’s your complete name. However 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo comes into play. And now let’s move on to the occasions themselves and how can you set up several events so that it’s as simple 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 truly our main page here on the house screen where you can add and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got two choices here, we can either create an individually conference or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, the majority of individuals are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative 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 distinguish what this event is about compared to maybe some of the other occasions that I have readily available.
Now when we struck 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