Are you an expert, a freelancer or possibly you’re simply searching for more leads and permitting individuals to quickly and expertly 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 take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to allow people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once 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 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 certain that you add one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it likewise enables Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay 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. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here in addition to your name and perhaps a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And lastly, we can click the my link.
Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your organization or perhaps 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, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients 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 primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, most of individuals are using Calendly for individually conference.
In this case, I’m gon na say, 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 conserve that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered.
Now once we hit 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