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 reveal you everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and very easy tool to permit people who are interested in my business and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account when you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have selected up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 just wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your company or possibly it’s your complete name. But keep in mind, 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 just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here simply 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’ve got two occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s proceed to the events themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients 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 actually our main page here on the home screen where you can include and modify existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, the majority of people are utilizing Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have offered.
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