Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a very simple and quick tool to allow individuals who have an interest 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 as soon as you have actually signed up with Calendly. And among the top 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 ensure that you add one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar but it also allows Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up properly. Simply choose add calendar account here and you can authenticate 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 motivate you to submit an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you would like to include here. And finally, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your service or maybe 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes take place. I’m gon na click on 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 and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s carry on to the events 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. 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 add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous guests meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk 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 offer 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 conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have offered.
And lastly, we can pick a different color. This is very practical if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve already created. Now once we struck 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. So by opening this app, you’re gon na see a great deal of