Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and very easy tool to allow individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also allows Calendly.
to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to check for disputes more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate 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. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And lastly, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your company or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click on my link here just to reveal you where this shows up. 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 choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the occasions themselves and how can you establish one or more 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 return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous 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 majority of people are using 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 supply their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have available.
And lastly, we can choose a different color. This is extremely useful if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already created. Now once we hit 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