Are you an expert, a freelancer or maybe you’re just looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to enable people who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of 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 because really everything is based around your relationship with Calendly and your calendar. 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 enables Calendly to book those visits straight to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Simply select add calendar account here and you can confirm with any calendar service including 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 upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete 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 directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here just to reveal you where this shows up. 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 pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s carry on to the events themselves and how can you establish 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. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This may be great 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 utilizing 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 supply their phone number. I’m gon na say update, that’s gon na conserve that option here. I’m just gon na state, 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 possibly some of the other occasions that I have available.
Now when we struck 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