Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and allowing 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 understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really easy tool to allow individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 really 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 enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those visits to. This is absolutely gon na be your extremely 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and maybe a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And last but not least, we can click the my link.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. 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 straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can choose from and when they click among those occasions, they are likewise 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 events 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 actually our main page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m simply gon na say, this is a conference 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 events that I have offered.
And finally, we can select a various color. This is really useful if you have multiple occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of