Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to permit individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account as soon as you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that really everything is based around your relationship with Calendly and your calendar. 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 consultations directly to your calendar but it likewise enables Calendly.
to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Simply select add calendar account here and you can validate 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 just wan na motivate you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your start 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 most likely more vital than you think. You’re gon na wan na put the name of your company or possibly it’s your full 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 arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the occasions themselves and how can you establish one or more occasions so that it’s as easy 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 truly our main page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that 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 meeting or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, the majority 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 state upgrade, that’s gon na conserve that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available.
Now once we hit 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