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 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 reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those consultations to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 just wan na encourage you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here together with your name and maybe a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your complete name. However remember, 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 networks accounts or you can just copy and paste this and give it to individuals 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 just wan na show you where a few of those modifications occur. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the occasions themselves and how can you set up one or more occasions 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 really our main page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my guests ’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, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available.
And last but not least, we can choose a various color. This is very practical if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of