We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 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 may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to look for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to include those visits to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established correctly. Simply choose add calendar account here and you can confirm 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 meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add 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 business or maybe it’s your full name. But 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 have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 easy for your potential 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 house screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have readily available.
Now as soon as 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