Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to enable people who are interested in my organization 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 one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really whatever 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 directly to your calendar however it likewise permits Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can validate 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 upload an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your business or possibly it’s your full name. However 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 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, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here just to show you where this shows up. 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 on one of those events, they are also gon na see my branding here. This is where the logo design enters 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 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 really our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several invitees meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available.
And last but not least, we can pick a different color. This is extremely valuable if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other occasions that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of