Are you an expert, a freelancer or possibly you’re just looking for more leads and enabling people to easily and professionally 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very easy and quick tool to enable individuals 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 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 among the first 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 everything 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 only permits Calendly to book those appointments directly to your calendar however it likewise permits Calendly.
to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual 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 disputes more than simply the one that you have picked up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established properly. Simply select include calendar account here and you can validate 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 simply wan na motivate you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your good profile picture here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is probably more crucial than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your complete 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 site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here just 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’ve got 2 occasions presently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events 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 return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are utilizing 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 simply 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 maybe some of the other events that I have readily available.
And last but not least, we can select a various color. This is really helpful if you have multiple events, I’m gon na choose red in this case just so it stands out from the other events that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of