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 add one or more calendar accounts.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have selected up here and you can also specify which calendar to include those consultations to. This is certainly gon na be your extremely 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 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 simply wan na encourage you to submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here together with your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your company or possibly it’s your complete 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can select from and when they click among those events, they are also 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. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe 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