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 very 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 include one or more calendar accounts.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can verify 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 just wan na motivate you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile picture here in addition to your name and maybe a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And last but not least, we can click the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your company or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy for your prospective 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 modify existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an individually conference or a group conference. Now a group meeting lets several invitees meet with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, 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 save that alternative here. I’m just gon na state, this is a conference 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 events that I have available.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of