Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals 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 use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a really simple and quick tool to permit individuals who are interested in my service 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 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. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it likewise allows Calendly.
to inspect 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 perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply choose include calendar account here and you can verify with any calendar service consisting of 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 encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile image here in addition to your name and perhaps a welcome message just when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you wish to add 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 organization or possibly 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions 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 really our main page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new event 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 options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets several guests consult with 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. In many cases, the bulk of people are utilizing Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save 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 occasion is about compared to maybe some of the other events that I have offered.
And finally, we can choose a different color. This is very helpful if you have multiple occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of