We’re gon na get things kicked off by going into our menu, into our account when 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 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 mean by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to check for disputes more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate with any calendar service including 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 publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to add here. And finally, we can click on the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full 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 site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. 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 2 occasions presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more events 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 actually our primary page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several guests meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for one-on-one 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 state upgrade, that’s gon na save that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available.
And lastly, we can select a different color. This is really practical if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve currently developed. Now once we struck 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. By opening this app, you’re gon na see a lot of