Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely simple tool to enable individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account when you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually whatever 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 enables Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can verify 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 motivate you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message simply when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or maybe it’s your full 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 individuals straight so that they can arrive on your Calendly page. All right, as soon as you have actually 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 just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo comes 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 simple for your prospective leads or for your clients 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 actually our main page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group conference. Now a group conference lets multiple invitees consult 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. In a lot of cases, the bulk of people are utilizing 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 say update, that’s gon na save that option here. I’m simply gon na say, this is a meeting 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 occasions that I have readily available.
And last but not least, we can pick a different color. This is very handy if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of