Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and enabling people 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 use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a extremely easy and fast tool to permit people who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it also enables Calendly.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up 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 stick 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. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here together with your name and possibly a welcome message simply when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to include here. And finally, we can click the my link.
Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your company or maybe it’s your complete name. However 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 media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes occur. I’m gon na click my link here simply to show you where this appears. 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 2 occasions currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Today let’s proceed to the events themselves and how can you establish one or more events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have readily available.
Now once 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