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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. This is certainly 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 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 simply wan na motivate you to submit an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click the my link.
Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your business or maybe it’s your complete name. Remember, 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 just 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’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s move on to the events themselves and how can you set up several occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This may be terrific 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 individuals are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. I’m just 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 readily available.
And lastly, we can select a different color. This is extremely useful if you have numerous occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of