Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to enable people who have an interest in my service 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 when 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. And we want to go to calendar connections because truly 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 add one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just select include calendar account here and you can validate 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 just wan na encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile image here in addition to your name and possibly a welcome message just when they arrive on your beginning 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 would like to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media 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, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters 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 easy for your prospective 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 actually our main page here on the home screen where you can include and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. I’m simply gon na state, 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 readily available.
And finally, we can choose a different color. This is really handy if you have numerous events, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually already developed. Now as soon as we hit 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. So by opening this app, you’re gon na see a lot of