Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and extremely simple tool to allow people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it likewise enables Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply choose include calendar account here and you can authenticate 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 submit an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or maybe it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once 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 happen. I’m gon na click on my link here just to reveal you where this appears. 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 two events presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Today 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. Let’s go back to our menu within our account screen here. And this is actually 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 create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. But most of the times, the majority of individuals are using Calendly for one-on-one conference.
In this case, I’m gon na state, 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 save that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have offered.
And last but not least, we can select a various color. This is really helpful if you have multiple events, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of