Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hi everyone, 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 quick 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 show you how to get things begun. 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 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 desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it also allows Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to add those appointments 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 confirm with any calendar service including 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 simply wan na encourage you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your company or possibly it’s your complete 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 just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. So 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 two events currently that individuals can pick 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 enters play. Now let’s move 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 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 truly our primary page here on the home screen where you can add and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an individually conference or a group conference. Now a group meeting lets several invitees meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing 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 provide their phone number. I’m gon na state upgrade, that’s gon na save that choice 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 perhaps some of the other events that I have available.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of