Are you an expert, a freelancer or maybe you’re simply trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and quick tool to allow people who have an interest in my organization and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The 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 directly to your calendar but it also allows Calendly.
to check other bookings that you may have going on. And what I indicate 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 below here, you can also look for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have selected up here and you can also define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can authenticate 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 publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here along with your name and perhaps a welcome message just when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to add here. And finally, we can click on the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. However 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here just 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 and that welcome message. I’ve got two occasions currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the events themselves and how can you establish one or more events so that it’s as simple for your prospective 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 occasions. I have actually got two occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select 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 conference lets multiple guests meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of people are using Calendly for individually conference.
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 say update, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have available.
And last but not least, we can select a different color. This is really practical if you have several events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of