Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to permit people who are interested in my service and in my work to book time with me. 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’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 wish to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only allows Calendly to book those visits directly to your calendar however it also allows Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening perhaps 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 disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate 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 just wan na encourage you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile picture here together with your name and possibly a welcome message just when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete 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 simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the occasions themselves and how can you establish several events so that it’s as simple for your potential 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 house screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have available.
Now as soon as 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