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 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 may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than just the one that you have picked up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And lastly, we can click the my link.
Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your complete name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media 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, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here simply to reveal you where this shows up. 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 individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into 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 simple for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our main page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of people are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option 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 distinguish what this event is about compared to perhaps some of the other events that I have 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