We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 very 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 might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually picked up here and you can also define which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate 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 motivate you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and perhaps a welcome message just when they arrive on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your business 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 connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design comes into 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 easy for your prospective 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 actually our main page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have offered.
And lastly, we can choose a different color. This is extremely valuable if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of