Are you an expert, a freelancer or maybe you’re just searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a quick and really simple tool to enable people who are interested in my service and in my work to book time with me. 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 top places that you’re gon na wan na go is up here to your account. Because truly whatever 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 allows Calendly to book those consultations straight to your calendar however it likewise enables Calendly.
to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate with any calendar service consisting of 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 just wan na motivate you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like 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 service or possibly it’s your full 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 simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. Today let’s move on to the occasions themselves and how can you set up several events so that it’s as easy for your potential 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 actually our main page here on the home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But in many cases, most of individuals are utilizing 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 offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have readily available.
And last but not least, we can select a various color. This is extremely helpful if you have several occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve currently developed. 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 people book this event. By opening this app, you’re gon na see a lot of