Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a fast and very simple tool to allow individuals who are interested 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 joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it also permits Calendly.
to check 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 perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can verify 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 submit an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And lastly, we can click on 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 business or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing 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 people straight so that they can arrive at 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 a few of those modifications happen. I’m gon na click my link here just to reveal 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 individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into 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 clients 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 main page here on the home screen where you can add and edit existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, the majority of people are using Calendly for one-on-one 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 update, that’s gon na save that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have offered.
And last but not least, we can choose a different color. This is extremely handy if you have several events, I’m gon na select red in this case so it sticks out from the other occasions that I have actually already produced. Now as soon as we struck 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