We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place possibly 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 utilize multiple calendars to check for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your company 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 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, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to reveal you where this shows up. So 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 occasions currently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective 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 really our primary page here on the home screen where you can include and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly 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