Are you an expert, a freelancer or perhaps you’re simply searching for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a quick and very easy tool to allow 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 as soon as 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. Due to the fact that truly 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 make certain that you include one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar but it also allows Calendly.
to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include 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 encourage you to submit an image. So if this is meetings or visits that people are going to be scheduling with you, I advise that you put your good profile image here in addition to your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click the my link.
Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. 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 occasions currently that individuals can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 easy 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 really our primary page here on the house screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, 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 say update, that’s gon na conserve that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have offered.
And last but not least, we can choose a different color. This is really handy if you have several events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve currently produced. Now once 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 occasion. By opening this app, you’re gon na see a lot of