Are you an expert, a freelancer or maybe you’re simply trying to find more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to allow people who have an interest in my organization 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 among the first places that you’re gon na wan na go is up here to your account. Since really 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 only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but 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 conflicts. You can use several calendars to check for disputes more than just the one that you have picked up here and you can also define which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 motivate you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and maybe a welcome message simply when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And lastly, we can click on the my link.
Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your business 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 website 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 have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the occasions themselves and how can you establish one or more occasions so that it’s as simple for your prospective leads or for your clients 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 add and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using 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 provide their phone number. I’m gon na state update, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available.
And finally, we can pick a various color. This is extremely helpful if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of