We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to look for disputes more than simply the one that you have picked up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify with any calendar service including 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 simply wan na encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise 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 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 lastly, we can click on the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your company or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link 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 on 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 reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, 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 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 differentiate what this event is about compared to possibly some of the other occasions that I have offered.
Now once 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