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 very first places 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 examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm 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. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo 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 most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your full name. However 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the events themselves and how can you set up several occasions so that it’s as easy 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 primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for individually 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 state upgrade, that’s gon na save that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have readily available.
And lastly, we can pick a various color. This is very practical if you have several events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of