Are you a consultant, a freelancer or possibly you’re just trying to find more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to enable people 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. So we’re gon na get things kicked off by going into our menu, into our account once 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. Because really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So 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 enables Calendly to book those visits directly to your calendar but it also enables Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can confirm with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and possibly a welcome message just when they arrive on your beginning 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 wish to add here. And last but not least, we can click the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your business 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 site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions currently 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 comes into play. Now let’s move on to the events themselves and how can you set up 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 go back to our menu within our account screen here. And this is truly our primary page here on the home 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 develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an individually conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na say, 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 conserve 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 distinguish what this event is about compared to possibly some of the other occasions that I have available.
And finally, we can select a different color. This is really valuable if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of