Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and allowing 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 Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a very simple and fast tool to permit individuals 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 started. So we’re gon na get things started by going into our menu, into our account as soon as you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it also enables Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have actually selected up here and you can also define which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select 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 visits that people 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 start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your company or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually 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 design enters into play. Now let’s move on to the events 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. So 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 occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have available.
And last but not least, we can select a various color. This is extremely valuable if you have multiple events, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve currently produced. Now as soon as we struck 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. So by opening this app, you’re gon na see a great deal of