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 bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate 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 motivate you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click on the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your business 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 link from your website or your social media 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, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s move on to the occasions themselves and how can you set up several 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 actually our primary page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets multiple guests meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for individually conference.
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 say upgrade, 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, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered.
And last but not least, we can pick a various color. This is very handy if you have multiple events, I’m gon na select red in this case just so it stands apart from the other events that I have actually already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of