Are you an expert, a freelancer or possibly you’re simply searching for more leads and permitting individuals to easily 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 Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you have actually joined Calendly. And one of 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it likewise enables Calendly.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service consisting of 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 upload an image. If this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your good profile picture 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 quick stop at the branding page to add your business logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people 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 home screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here just to show 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 occasions presently that people 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. And now let’s carry on to the events themselves and how can you set up one or more occasions 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 really our primary page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have offered.
Now when 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