Are you a specialist, a freelancer or perhaps you’re just searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting 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 easy and fast tool to allow people who have an interest in my service 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 when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because truly whatever is based around your relationship with Calendly and your calendar. So 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 enables Calendly to book those visits directly to your calendar but it likewise permits Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate 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 upload an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile image here in addition to your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or maybe 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 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’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s proceed to the occasions themselves and how can you establish several occasions so that it’s as simple for your prospective 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 really our primary page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several guests meet you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people 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 state upgrade, that’s gon na save that option here. I’m just gon na say, 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 events that I have readily available.
And finally, we can select a different color. This is extremely handy if you have several occasions, I’m gon na select red in this case so it sticks out from the other occasions that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of