We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the 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 include one or more calendar accounts.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established properly. Simply select add calendar account here and you can authenticate with any calendar service including 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 consultations that individuals are going to be scheduling with you, I recommend that you put your good profile picture here in addition to your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your service or possibly it’s your full name. But 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 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 just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters 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 simple for your potential 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 however let’s go and produce a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several guests meet with 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. But in many 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 provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have readily available.
And last but not least, we can pick a various color. This is extremely handy if you have numerous events, I’m gon na select red in this case so it stands apart from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of