Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, 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 really easy and quick tool to enable people who have an interest in my service 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’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we desire 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 consultations straight to your calendar but it also enables Calendly.
to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established properly. Simply choose add calendar account here and you can confirm 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 upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you want to include here. And last but not least, we can click on 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 perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the occasions themselves and how can you set up several 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 truly our main page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, most of individuals are using Calendly for individually 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 say upgrade, that’s gon na conserve that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered.
And lastly, we can choose a different color. This is very valuable if you have several occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually currently created. 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 event, in this menu screen called. So by opening this app, you’re gon na see a lot of