Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and enabling individuals to quickly and expertly 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, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a really simple and fast tool to enable people 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. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because 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 just allows Calendly to book those appointments directly to your calendar but it likewise permits Calendly.
to examine other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to check for disputes more than just the one that you have selected up here and you can likewise specify which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 stick with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image. If this is conferences or consultations 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 simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service or maybe it’s your full name. Keep in mind, 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s proceed to the events themselves and how can you set up several events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have available.
And lastly, we can select a various color. This is very handy if you have multiple occasions, I’m gon na pick red in this case just so it stands apart from the other events that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of