We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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 examine other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have selected up here and you can also specify which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate 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 submit an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your great profile picture here in addition to your name and perhaps a welcome message just when they arrive on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. Today let’s proceed to the occasions themselves and how can you set up several occasions 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 return to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, 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 separate what this event is about compared to maybe some of the other events that I have offered.
Now as soon as we hit 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