Are you an expert, a freelancer or possibly you’re just looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know 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 used Calendly for a while now. It is a very easy and fast tool to enable people who have an interest in my company 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’ve signed up with Calendly. And among 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 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 several calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it likewise permits Calendly.
to check other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check 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 likewise specify which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just choose add calendar account here and you can validate with any calendar service including 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 motivate you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to add here. And lastly, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your company or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with 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 individuals directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply 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. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s move on to the occasions themselves and how can you establish several events so that it’s as simple for your prospective 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 primary page here on the home screen where you can add and edit existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group conference lets several guests consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, most of people are using 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 supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative 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 occasions that I have readily available.
And lastly, we can choose a various color. This is very useful if you have several occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of