Are you a specialist, a freelancer or possibly 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 everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit individuals who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as 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 truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 appointments straight to your calendar but it likewise permits Calendly.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to add those visits to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can confirm with any calendar service including 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. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here in addition to your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or maybe it’s your complete name. However 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 networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters 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 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 primary page here on the house 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 develop a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals 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 upgrade, that’s gon na save that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have available.
And finally, we can select a various color. This is very valuable if you have several events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of