Are you an expert, a freelancer or possibly you’re just searching for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to permit individuals who are interested in my business 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 when 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. Due to the fact that really 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 include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it also permits Calendly.
to inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Just select include calendar account here and you can confirm 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 simply wan na motivate you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click the my link.
Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your service or perhaps 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 link from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as easy for your potential 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 truly our main page here on the house screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several guests meet you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for individually conference.
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 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 distinguish what this occasion is about compared to perhaps some of the other events that I have readily available.
And lastly, we can pick a different color. This is really valuable if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already 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 people book this event. So by opening this app, you’re gon na see a lot of