We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established properly. 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 motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile picture 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 business logo or some other image that you want to include here. And finally, we can click the my link.
Now this is most likely more important than you believe. For the most part, you’re gon na wan na put the name of your service or maybe 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 website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on 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 changes take place. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design comes into play. Today let’s carry on to the occasions themselves and how can you set up one or more occasions 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 really our main page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of individuals are using 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 upgrade, that’s gon na save that alternative 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 differentiate what this event is about compared to perhaps some of the other occasions that I have available.
Now as soon as 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