Are you an expert, a freelancer or possibly you’re simply looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and fast tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by going into our menu, into our account as soon as you have actually registered 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 because actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it also 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 perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those appointments to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Just select add 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 encourage you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your organization 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 link from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to show 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 events currently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s carry on to the occasions themselves and how can you establish 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. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually conference or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that choice 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 differentiate what this event is about compared to perhaps some of the other events that I have readily available.
Now once 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