Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a fast and very easy tool to permit individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar however it likewise allows Calendly.
to check other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just choose include calendar account here and you can confirm 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 upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile photo here in addition to your name and maybe a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to add here. And lastly, we can click the my link.
Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media 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 go back to the house screen. I just wan na show you where a few of those modifications take place. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can select from and when they click on 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 occasions themselves and how can you set up one or more events so that it’s as easy 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 main page here on the home screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have offered.
And finally, we can choose a different color. This is really practical if you have multiple events, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve 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 occasion. By opening this app, you’re gon na see a lot of