Are you a specialist, a freelancer or maybe you’re just looking for more leads and allowing people to easily 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 Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and really easy tool to enable individuals 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’ve 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 since truly 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 only permits Calendly to book those visits straight to your calendar however it likewise enables Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to check for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. 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 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 just wan na motivate you to publish an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile picture here in addition to your name and perhaps a welcome message just when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. However 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 networks 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, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes 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 which welcome message. I’ve got 2 occasions presently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s proceed to the events themselves and how can you establish several events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. 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 occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that option 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 event is about compared to perhaps some of the other occasions that I have offered.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of