Are you a consultant, a freelancer or possibly you’re just searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello everyone, 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 very simple tool to allow people 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. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve signed up 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 since actually whatever 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 add one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar but it also permits Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to look for disputes more than just the one that you have selected up here and you can likewise define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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 submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your great profile photo here together with your name and perhaps a welcome message just when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete 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 site or your social media accounts or you can simply copy and paste this and give it to people straight 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 some of those changes occur. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo comes into play. And now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as easy for your prospective 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 actually our main page here on the house screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available.
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