Are you an expert, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a quick and really simple tool to allow people who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it also allows Calendly.
to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and maybe a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And finally, we can click on the my link.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your complete 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 site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes take place. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events 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 return to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for one-on-one 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 state upgrade, that’s gon na save that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered.
Now once we hit 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