Are you a specialist, a freelancer or possibly you’re just searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to enable people who are interested in my company and in my work to book time with me. I wan na show you how to get things started. 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. And we want to go to calendar connections because really 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 permits Calendly to book those appointments directly to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established properly. Simply choose include calendar account here and you can authenticate 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 encourage you to submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message just when they arrive on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your business or maybe it’s your full 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 site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive 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 show you where some of those modifications occur. 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 currently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your customers 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 really our primary page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly 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 occasion. By opening this app, you’re gon na see a lot of