Are you a specialist, a freelancer or maybe you’re just trying to find more leads and permitting individuals 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 utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and very easy tool to permit individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among 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 because actually everything 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 include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also allows 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 occurring possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to include those appointments to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established properly. Simply choose include calendar account here and you can authenticate 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 simply wan na encourage you to publish an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to include here. And finally, we can click on the my link.
Now this is probably more crucial 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. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. 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 2 occasions currently 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 enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 truly our main page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually conference.
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 update, that’s gon na conserve that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available.
And finally, we can choose a various color. This is extremely useful if you have several occasions, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of