Are you an expert, a freelancer or perhaps you’re simply 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 know 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 used Calendly for a while now. It is a fast and really simple tool to permit individuals who are interested in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account once 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 since really everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar however it also permits Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can authenticate 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 simply 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 nice profile image here in addition to your name and possibly a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And finally, we can click the my link.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. However keep in mind, this is the URL that you are gon na be showing 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 people straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now 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 prospective 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 house screen where you can include and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several 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 in most cases, the majority of people are utilizing Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available.
Now once 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