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 examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate 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 just wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile image 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 fast stop at the branding page to include your company logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your full name. But 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 straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click 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 currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on 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 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 really our main page here on the home screen where you can add and edit existing occasions. 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 pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, most of people are utilizing 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 say upgrade, that’s gon na conserve that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have readily available.
Now once we hit 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