We’re gon na get things kicked off by going into our menu, into our account when 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 check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections set up correctly. Just select add 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 encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly 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 include here. And last but not least, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your company or perhaps 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 arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s carry on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients 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 really our main page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got two options here, we can either develop an individually conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na state, 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 option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered.
Now once 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