We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first locations 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 include one or more calendar accounts.
to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to include those consultations to. This is absolutely gon na be your really 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 consisting of 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. If this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And lastly, we can click the my link.
Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your site 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, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals can pick from and when they click one of those occasions, they are also 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 events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have available.
And last but not least, we can choose a various color. This is extremely useful if you have several events, I’m gon na pick red in this case so it stands apart from the other events that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of