We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established properly. Just select add calendar account here and you can authenticate 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 submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you want to add here. And lastly, we can click the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. But remember, 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 just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here simply to show you where this appears. So 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 2 occasions presently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 customers 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 house screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state 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, just something so they can distinguish what this event is about compared to perhaps some of the other events that I have available.
And finally, we can select a different color. This is really useful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of