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 inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are taking place maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just choose include 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 submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile photo here together with your name and maybe 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 include your business logo or some other image that you would like to include here. And lastly, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. However 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 just to reveal 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 currently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the occasions themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your customers 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 add and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, the majority of people are utilizing Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have offered.
And lastly, we can pick a various color. This is really valuable if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of