Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a really simple and quick tool to allow individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it likewise permits Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can validate 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 upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. But 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 just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can pick 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 into play. But now let’s carry on to the occasions 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. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that brand-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 conference or a group meeting. Now a group conference lets several invitees consult with 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 in most cases, the majority of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have available.
And lastly, we can pick a various color. This is extremely valuable if you have several occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of