Are you an expert, a freelancer or perhaps you’re just trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi 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 really simple and quick tool to allow individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to add those appointments to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections set up properly. Simply choose include 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 just wan na encourage you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your business or perhaps 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 connect from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m simply 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 events that I have offered.
And finally, we can select a various color. This is really handy if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of