We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 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 might have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to add those consultations to. This is certainly 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 authenticate 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 encourage you to submit an image. So if this is conferences or appointments that people 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 just when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your business or maybe it’s your full name. However remember, 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 just 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 reveal you where a few of those modifications take place. 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 2 occasions currently that people can choose from and when they click 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 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 return to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, the majority of individuals 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 offer their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have readily available.
Now when we hit 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