Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely easy and fast 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 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 among 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 actually whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it likewise permits Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise 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 confirm 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 upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at 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 just wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into play. And 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 home screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have available.
And finally, we can choose a various color. This is extremely helpful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of