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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm 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 individuals are going to be scheduling with you, I suggest that you put your good profile picture 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 include your business logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website 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, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click my link here just to reveal you where this appears. 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 people can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple 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 modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are using 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 provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have available.
And last but not least, we can choose a various color. This is extremely useful if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of