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 very 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 add 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 however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to look 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. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate 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 motivate you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And finally, we can click on the my link.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your company or maybe 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 site or your social networks accounts or you can just 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 show you where some of those changes happen. I’m gon na click on my link here simply to show 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 currently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s move on to the events themselves and how can you establish several events so that it’s as simple for your potential 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 really our main page here on the house screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m just 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 maybe some of the other events that I have offered.
And last but not least, we can choose a different color. This is extremely useful if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of