Are you a consultant, a freelancer or maybe you’re just looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a extremely easy and quick tool to allow people who are interested in my company and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of 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 actually 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 add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it likewise permits Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to include those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can validate 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 simply wan na encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast 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 on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s carry on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and edit existing events. I have actually got two events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing 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 option 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 differentiate what this occasion is about compared to possibly some of the other events that I have available.
Now as soon as we struck 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