Are you a consultant, a freelancer or possibly you’re just searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to permit people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once 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. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 just permits Calendly to book those appointments straight to your calendar but it likewise permits Calendly.
to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to include those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established correctly. Simply select add calendar account here and you can authenticate 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 motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And lastly, we can click on the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your service or possibly it’s your complete name. However 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, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s proceed to the occasions themselves and how can you establish several 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 actually our primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a new occasion 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 options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say 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, just something so they can differentiate what this event is about compared to possibly some of the other events 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