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 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 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 simply Calendly visits however things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for conflicts. 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 specify which calendar to add those appointments to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established properly. Simply choose include 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 just wan na motivate you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile image 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 add your company logo or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here simply to show you where this shows up. 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 occasions presently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into 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 easy 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 truly our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This may be fantastic for a teacher or if you are offering 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 supply their phone number. I’m gon na say update, 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 separate what this event is about compared to possibly some of the other events that I have available.
Now when we hit 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