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 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 add one or more calendar accounts.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just 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 upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And finally, we can click the my link.
Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But keep in mind, 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 individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can pick 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 into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective 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 main page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of people 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 state upgrade, that’s gon na save that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have readily available.
Now when we struck 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