Are you an expert, a freelancer or maybe you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a very simple and fast tool to enable 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 entering into our menu, into our account once you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly everything 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 make certain that you add several calendar accounts. This not only enables Calendly to book those consultations straight to your calendar however it also permits Calendly.
to examine other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm with any calendar service consisting of 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. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add here. And finally, we can click on the my link.
Now this is probably more important than you believe. Most of the times, 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 link from your website or your social networks accounts or you can simply copy and paste this and give it to individuals 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 house screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy 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 truly our primary page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice 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 differentiate what this occasion is about compared to maybe some of the other events that I have available.
And lastly, we can pick a various color. This is really handy if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently produced. Now once 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. By opening this app, you’re gon na see a lot of