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 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 include one or more calendar accounts.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening 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 utilize numerous calendars to check for disputes more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select 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 appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete 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 website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once 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 occur. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple 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 main page here on the home screen where you can add and edit existing events. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an individually conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have offered.
Now as soon as we hit 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