Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to enable 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 one of the top places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 just allows Calendly to book those appointments straight to your calendar however it also allows Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply select include calendar account here and you can verify 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 simply wan na motivate you to submit 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 photo here together with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your business or maybe it’s your full name. Keep in mind, 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 at 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 modifications occur. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s proceed to the events themselves and how can you set up several occasions so that it’s as easy for your prospective leads or for your clients 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 really our primary page here on the home screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of people are using Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m simply 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 maybe some of the other events that I have offered.
And finally, we can choose a various color. This is really helpful if you have several occasions, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently created. Now once 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 occasion. By opening this app, you’re gon na see a lot of