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 whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account as soon as you have actually registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 permits Calendly to book those consultations directly to your calendar however it also enables Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply choose 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 encourage you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your great profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And finally, we can click the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. However 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. And 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 potential leads or for your customers to come in here and book time with you. 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’ve got two occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals 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 provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have available.
And lastly, we can select a various color. This is really valuable if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of