Are you a specialist, a freelancer or maybe you’re simply looking for more leads and enabling 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 utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and really easy tool to allow people who are interested in my company 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 have actually signed up with Calendly. And one of the first 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 whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it also permits Calendly.
to check other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits but 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 utilize multiple calendars to check for conflicts more than just the one that you have picked up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established properly. Simply choose include calendar account here and you can verify 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 motivate you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site 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, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes occur. 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 which welcome message. I’ve got two occasions currently that individuals can choose 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 proceed to the events themselves and how can you set up several events so that it’s as simple 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 truly our primary page here on the house screen where you can add and edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got two choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish 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 very useful if you have several occasions, I’m gon na choose red in this case so it sticks out from the other events that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of