Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hey there everybody, 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 extremely easy and quick tool to allow people who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account once you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also enables Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just select add calendar account here and you can confirm 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 just wan na motivate you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your service or maybe 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 link from your website or your social networks 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, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. Today let’s carry on to the events themselves and how can you set up several occasions so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a brand-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 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually conference.
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 say upgrade, that’s gon na conserve that option 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 separate what this event is about compared to perhaps some of the other occasions 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