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 very 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 mean by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to check for disputes more than just the one that you have selected up here and you can also define which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify 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 upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message just when they arrive on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click on the my link.
Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your complete name. However remember, 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 individuals straight so that they can land on your Calendly page. All right, when you’ve 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 just to show you where this shows up. 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 occasions presently that individuals can choose 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 comes into play. And now let’s move on to the occasions themselves and how can you establish several 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 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 edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options 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 providing a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have readily available.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of