Are you an expert, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and expertly 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 delight in less stress. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to allow people who have an interest in my service and in my work to book time with me. So 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 as soon as you have actually 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 because really whatever 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 include several calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal 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 utilize several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include 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 motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click on the my link.
Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your service or maybe it’s your full name. 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 simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals 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 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 potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing 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 provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have offered.
And lastly, we can pick a different color. This is extremely useful if you have several occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already created. 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. So by opening this app, you’re gon na see a lot of