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 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 inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up 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. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you wish to include here. And finally, we can click on the my link.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your business or maybe it’s your full name. Keep in mind, 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 media accounts or you can just copy and paste this and give it to people directly 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 go back to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to show you where this shows up. 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 two events presently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today 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 potential leads or for your clients to come in here and book time with you. So let’s return 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 events. I’ve got two occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
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 save that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have offered.
And finally, we can pick a various color. This is extremely useful if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of