Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a really easy and quick tool to permit people who have an interest in my business and in my work to book time with me. 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’ve 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 want to go to calendar connections because truly 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 certain that you add several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it likewise permits Calendly.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established correctly. Just choose include calendar account here and you can confirm with any calendar service including 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 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 nice profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization 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 link from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Today 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 actually our primary page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na select that new event type, which is gon na open a new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’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 say, this is a meeting 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 occasions that I have available.
Now once we struck 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