Are you a specialist, a freelancer or possibly you’re just searching for more leads and allowing people to easily 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to permit people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account once 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 actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only allows Calendly to book those visits directly to your calendar but it also enables Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to add those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established correctly. Simply choose add calendar account here and you can confirm 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 simply wan na encourage you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to include here. And last but not least, we can click 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 service or perhaps it’s your complete name. However 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 media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s carry on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers 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 primary page here on the home screen where you can add 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 brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets several guests consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using 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 offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have offered.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of