Are you a specialist, a freelancer or perhaps you’re just looking 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 require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and very easy tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account once you’ve registered 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 truly 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 enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.
to check other bookings 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 personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established correctly. Simply select include calendar account here and you can verify 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. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your service 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 have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the occasions themselves and how can you set up several occasions so that it’s as simple 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 main page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of people are utilizing 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 state update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have available.
And lastly, we can choose a different color. This is really handy if you have multiple events, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of