Are you an expert, a freelancer or perhaps you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and really simple tool to permit people who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. 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. And we wish to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. So 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 allows Calendly to book those visits straight to your calendar however it also permits Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to look for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections set up properly. Simply choose include 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. So if this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message simply when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as simple for your prospective 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 truly our primary page here on the home screen where you can add and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available.
Now when 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