Are you a specialist, a freelancer or perhaps you’re just 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 whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a very simple and quick 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 as soon as you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 visits straight to your calendar however it also permits Calendly.
to check other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to look for disputes more than just the one that you have actually picked up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can confirm 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 just wan na motivate you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your good profile photo here along with 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 business logo design or some other image that you want to add here. And finally, we can click on the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. 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 2 occasions presently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into 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 simple for your potential leads or for your customers 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 house screen where you can add and modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of individuals 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 state upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have offered.
And lastly, we can choose a various color. This is extremely handy if you have numerous events, I’m gon na select red in this case so it sticks out from the other events that I’ve currently produced. 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. By opening this app, you’re gon na see a lot of