Are you a specialist, a freelancer or maybe you’re just searching for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and very simple tool to enable people who are interested in my service and in my work to book time with me. So I wan na show 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 one of 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 due to the fact that really everything is based around your relationship with Calendly and your calendar. So the 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 visits straight to your calendar but it likewise allows Calendly.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for disputes more than simply the one that you have chosen up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And lastly, we can click on the my link.
Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes happen. I’m gon na click my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters 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. Let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets multiple guests meet 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. In many cases, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have available.
And lastly, we can pick a different color. This is extremely helpful if you have numerous events, I’m gon na select red in this case so it sticks out from the other events that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of