Are you a specialist, a freelancer or maybe you’re just trying to find 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 whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to allow people who are interested in my business and in my work to book time with me. So 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 among the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we desire 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 just enables Calendly to book those consultations directly to your calendar but it likewise permits Calendly.
to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place maybe 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 use numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm with any calendar service including 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 upload an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile image here together with your name and maybe a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service 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, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here simply 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 people can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the occasions themselves and how can you set up several events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be terrific for an instructor 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 state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of