We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just choose include calendar account here and you can confirm with any calendar service consisting of 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 publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message just when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business or possibly it’s your full name. However remember, this is the URL that you are gon na be showing 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 individuals straight so that they can arrive 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 reveal you where a few of those modifications occur. I’m gon na click on my link here just to show you where this shows up. So 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 people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Today let’s move on to the events themselves and how can you establish one or more events so that it’s as simple for your potential 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 really our primary page here on the home screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got two choices 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 supplying a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for individually conference.
In this case, I’m gon na say, 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 alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered.
Now as soon as 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