Are you a specialist, a freelancer or perhaps you’re just searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to allow people who have an interest in my business 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 started 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 want to go to calendar connections since 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 add one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it also enables Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for disputes more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Simply select include calendar account here and you can verify 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 simply wan na encourage you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice 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 quick stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or possibly it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to show you where this appears. So 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 presently that people 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 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 easy 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 actually our main page here on the home screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, the majority of people 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 provide their phone number. I’m gon na state upgrade, 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 distinguish what this occasion is about compared to maybe some of the other events that I have available.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of