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 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 stress. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to permit people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just enables Calendly to book those consultations directly to your calendar but it likewise permits Calendly.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm with any calendar service including 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 just wan na motivate you to submit an image. So if this is conferences 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 just when they arrive on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And lastly, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, 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 just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this appears. 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 choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your clients 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 modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option 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 possibly some of the other events that I have offered.
Now when we hit 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