Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and very simple tool to permit people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to include those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can verify 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 just 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 suggest that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your start 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 add here. And last but not least, we can click on the my link.
Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your complete name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as easy 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 truly our main page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that new occasion 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 meeting lets numerous guests meet with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’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, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered.
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