Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to permit individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that really 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 add one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar however it likewise permits Calendly.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can authenticate 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 submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And finally, we can click the my link.
Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here simply 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 have actually got two events currently that individuals can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the events themselves and how can you set up one or more events so that it’s as easy for your potential 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 primary page here on the house screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple guests meet you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, most 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 offer their phone number. I’m gon na state update, that’s gon na conserve that alternative 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 distinguish 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