We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply select add 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 encourage you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click the my link.
Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site 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’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 actually our main page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk 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 upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have available.
And lastly, we can select a different color. This is really valuable if you have numerous events, I’m gon na select red in this case just so it stands out from the other events that I’ve already developed. 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 individuals book this event. By opening this app, you’re gon na see a lot of