Are you a specialist, a freelancer or perhaps you’re just looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and really easy tool to permit individuals who are interested in my service and in my work to book time with me. 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 as soon as 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. And we want to go to calendar connections due to the fact that actually whatever is based around your relationship with Calendly and your calendar. 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 just permits Calendly to book those consultations directly to your calendar but it also permits Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm 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 just wan na encourage you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile photo 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 fast stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, we can click on the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. Keep in mind, 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as 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 modifications take place. I’m gon na click my link here just to show you where this appears. This is the preliminary 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 one of those events, they are also gon na see my branding here. This is where the logo enters into play. And now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as simple for your potential 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 really our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several invitees consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, the majority of individuals are using 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 provide their phone number. I’m gon na state update, that’s gon na save that option here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have readily available.
Now as soon as we hit 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