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 add one or more calendar accounts.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to look for conflicts more than just the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify 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 nice profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more vital than you believe. In many 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 connect from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click on 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 events 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 truly our main page here on the house screen where you can include and edit existing events. I’ve got two events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice 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 separate what this occasion is about compared to perhaps some of the other occasions that I have 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