Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a very easy and fast tool to allow individuals who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as 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. 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 add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it likewise allows Calendly.
to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established properly. Just choose add 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 consultations that individuals are going to be scheduling with you, I recommend that you put your great profile image here together with your name and possibly a welcome message just when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you want to add here. And finally, we can click on the my link.
Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your full name. However keep in mind, 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 simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the events themselves and how can you establish one or more events so that it’s as simple for your potential 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 really our primary page here on the home screen where you can add and edit existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using 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 offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have offered.
And finally, we can select a various color. This is very useful if you have numerous occasions, I’m gon na pick red in this case just so it stands out from the other events that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of