Are you a specialist, a freelancer or maybe you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and very simple tool to enable individuals who have an interest in my company and in my work to book time with me. I wan na show you how to get things started. 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 among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar but it also allows Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down 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 actually selected up here and you can also specify which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose add 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 encourage you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I advise 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 action, 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 most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or maybe it’s your complete 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 individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on 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’ve got two events currently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters 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 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 actually our primary page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, most of people 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 supply their phone number. I’m gon na say upgrade, that’s gon na save that choice 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 distinguish what this occasion is about compared to maybe some of the other events that I have offered.
Now when 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