Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a really simple and fast 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 started. So we’re gon na get things began by going into our menu, into our account as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it likewise enables Calendly.

And what I indicate by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 encourage you to submit an image.

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 service or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing 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 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 a few of those modifications occur. I’m gon na click my link here just to reveal you where this shows up. 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 2 events presently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move 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 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 truly our primary 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 however let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing 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 offer 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 meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have available.

Now as soon as we hit 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

We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established correctly. Simply select 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 just wan na encourage you to submit an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly a welcome message just when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click on the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly 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 media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to show you where this shows up. 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 people can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple 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 really our main page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually meeting.

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 choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have offered.

Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of