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 locations 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 examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add 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 simply wan na encourage you to publish an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you want to add here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your business or maybe it’s your complete name. 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 media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once 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 simply to show 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 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 comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 truly our primary page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets several guests meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for individually meeting.
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 say upgrade, that’s gon na save that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have available.
And last but not least, we can select a various color. This is very valuable if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of