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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add 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 submit an image. 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 possibly a welcome message just when they land on your start page. Next action, you also wan na make a fast 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 on 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 service or possibly it’s your full name. Remember, 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 media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here just to reveal you where this shows up. 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 two events currently that people can select 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 enters play. And now let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as easy 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 truly our primary page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that option 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 distinguish what this occasion is about compared to perhaps some of the other events that I have available.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of