Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a very simple and fast tool to allow 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 when 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. Because really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 permits Calendly to book those appointments directly to your calendar but it likewise allows Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate 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 simply wan na encourage you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your service 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 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 simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can choose 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 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 really our primary page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save 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 differentiate what this occasion is about compared to maybe some of the other occasions that I have available.
And lastly, we can select a different color. This is extremely handy if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other events that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of