Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to enable people who are interested in my organization 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 once you’ve signed up with Calendly. And one of 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. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just enables Calendly to book those visits straight to your calendar but it also allows Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up correctly. 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 motivate you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and possibly a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site 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’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 really our primary page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might 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 meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, 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, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of