We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are taking place maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also check for disputes. You can use multiple calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise specify which calendar to add those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select 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 encourage you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here together with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And lastly, we can click the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve 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 changes take place. I’m gon na click my link here simply to reveal you where this appears. So 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 presently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 truly our main page here on the home screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-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 conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of individuals 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 state upgrade, that’s gon na conserve that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps 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