Are you a consultant, a freelancer or possibly you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a quick and really easy tool to permit individuals who have an interest in my business and in my work to book time with me. 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 among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that really whatever is based around your relationship with Calendly and your calendar. The very 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 visits directly to your calendar but it also allows Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can validate with any calendar service including 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 simply wan na encourage you to submit an image. If this is conferences or appointments that individuals 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 step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website 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 have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more 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 actually our main page here on the home screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for one-on-one 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 state upgrade, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other events that I have readily available.
And lastly, we can select a different color. This is extremely valuable if you have multiple events, I’m gon na pick red in this case so it stands apart from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of