Are you an expert, a freelancer or maybe you’re just trying to find 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 know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 directly to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to include those appointments to. This is definitely 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 validate 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 meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click the my link.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or perhaps 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 website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you’ve 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 happen. I’m gon na click on my link here just to reveal you where this appears. 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 two occasions presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 home screen where you can include and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’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 conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have offered.
And lastly, we can select a various color. This is extremely handy if you have several occasions, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of