Are you a specialist, a freelancer or perhaps you’re just searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and very simple tool to allow individuals who are interested in my company and in my work to book time with me. So 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 as soon as you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it also permits Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply choose include 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 encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your good profile picture here together with your name and maybe a welcome message simply 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 or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your organization 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to people 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 house screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to reveal 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 events presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective 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 really our primary page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are using 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 supply their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m just 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 maybe some of the other events that I have readily available.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of