Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and really easy tool to permit people who have an interest 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 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. Because actually whatever 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 ensure that you include one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar but it likewise enables Calendly.
to check other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can use several calendars to look for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can confirm 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 just wan na encourage you to submit an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast 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 the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your service or perhaps it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the events themselves and how can you establish several occasions 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 main page here on the house screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees 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 most cases, the bulk of individuals are using 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 update, that’s gon na conserve 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 separate what this event is about compared to possibly some of the other events that I have available.
Now when 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