Are you a specialist, a freelancer or possibly you’re just searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a really simple and fast tool to permit individuals who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things started. So 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 among the first places that you’re gon na wan na go is up here to your account. Since actually everything 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 make certain that you include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar however it also allows Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually chosen up here and you can also 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 properly. 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 stick with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, 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 simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when 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 just to reveal you where this appears. 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 2 events presently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your potential 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 home screen where you can include and edit existing occasions. I have actually got two occasions that I’m using at the moment however 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 new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.
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 save that option here. I’m simply 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 possibly some of the other occasions that I have offered.
And lastly, we can pick a various color. This is very handy if you have numerous events, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of