We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include one or more calendar accounts.
to examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use numerous calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate 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. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile picture here together with your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your organization or perhaps 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 connect from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the events themselves and how can you set up several events so that it’s as easy for your prospective leads or for your clients 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 primary page here on the home screen where you can add and edit existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have offered.
And last but not least, we can choose a different color. This is extremely useful if you have several occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of