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 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 check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to check for disputes more than simply the one that you have picked up here and you can likewise define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can confirm with any calendar service including 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 encourage you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here together with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a quick 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 on the my link.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say 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 occasions that I have offered.
And finally, we can select a various color. This is very helpful if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other occasions that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of