Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a very simple and quick tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because actually 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 include one or more calendar accounts. This not only permits 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 mean by this, is things beyond simply Calendly appointments however things that are happening possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to add those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can validate 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 just wan na motivate you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with 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 add your business logo design or some other image that you wish to include here. And lastly, we can click on the my link.
Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your organization or possibly it’s your complete name. Keep in mind, 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 networks 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, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes happen. 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 two occasions currently that individuals can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the occasions themselves and how can you establish 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. 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 edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create 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 2 choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice 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 separate what this event is about compared to possibly some of the other occasions that I have available.
And finally, we can choose a various color. This is very useful if you have several occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of