We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to include those visits to. This is absolutely 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 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 simply wan na encourage you to submit an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with 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 arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to show you where this shows up. 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 individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for individually conference.
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 say update, that’s gon na conserve that choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have offered.
Now once we struck 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