Are you an expert, a freelancer or maybe you’re just searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to allow people who are interested in my business and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure 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 mean by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than just the one that you have actually selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate with any calendar service consisting of 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 upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters 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 prospective 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 main page here on the home screen where you can add and edit existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have offered.
And finally, we can choose a various color. This is really helpful if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already developed. Now when we hit 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. So by opening this app, you’re gon na see a great deal of