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 inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can validate with any calendar service including 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 appointments that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or perhaps 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 website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply 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’ve got two occasions currently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. 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 invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that choice 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 separate what this occasion is about compared to maybe some of the other occasions that I have available.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of