Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very simple and fast tool to allow individuals who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account once you have actually 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 actually everything is based around your relationship with Calendly and your calendar. 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 enables Calendly to book those visits directly to your calendar but it also permits Calendly.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include 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 just wan na encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and possibly a welcome message simply when they arrive 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 wish to include here. And last but not least, we can click the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters 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 prospective 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 truly our primary page here on the house screen where you can include and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, most of individuals are using Calendly for individually conference.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have available.
Now once we struck 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