Are you an expert, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to enable people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. 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 appointments directly to your calendar but it also enables Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your service or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks 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, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more 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 return to our menu within our account screen here. And this is really our main page here on the home screen where you can add and modify existing events. I have actually got two occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative 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 distinguish what this event is about compared to perhaps some of the other events that I have readily available.
Now once we struck 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