Are you an expert, a freelancer or perhaps you’re simply looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and extremely simple tool to permit individuals who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. And we want to go to calendar connections due to the fact that really everything is based around your relationship with Calendly and your calendar. So 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 permits Calendly to book those consultations directly to your calendar however it likewise allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise specify 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. Just select add calendar account here and you can confirm with any calendar service consisting of 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 encourage you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your company 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 site 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, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the occasions themselves and how can you establish several events so that it’s as simple 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 actually our primary page here on the house screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either create an one-on-one conference or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are utilizing 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 save 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 separate what this occasion is about compared to perhaps some of the other occasions that I have readily available.
And finally, we can pick a different color. This is really practical if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other events that I’ve already produced. Now when 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 occasion. By opening this app, you’re gon na see a lot of