Are you an expert, a freelancer or possibly you’re just looking 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 need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my organization 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 once you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because actually 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 make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to include those visits to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile photo here in addition to your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. Remember, 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 just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Today let’s proceed to the events themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your clients 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 main page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and create a new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one 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 update, that’s gon na save that alternative 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 separate what this event is about compared to perhaps some of the other occasions that I have available.
And lastly, we can pick a various color. This is very handy if you have numerous occasions, I’m gon na pick red in this case just so it stands out 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 event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of