Are you a consultant, a freelancer or possibly you’re simply looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to permit individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once 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. Due to the fact that actually 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 ensure that you include several calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it also allows Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can authenticate 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 motivate you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile photo 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 add your company logo 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 believe. You’re gon na wan na put the name of your organization or possibly 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 just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose 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 one or more occasions so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can include and edit existing occasions. 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 new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, the majority of individuals are using Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have readily available.
And last but not least, we can pick a various color. This is very useful if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other occasions that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of