Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to enable individuals 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 begun. 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 among the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly 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 only permits Calendly to book those consultations directly to your calendar however it also permits Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can validate 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 just wan na motivate you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message just when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when 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 modifications occur. I’m gon na click my link here simply to reveal you where this appears. So 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 currently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes 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. So let’s return to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and modify 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 select that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an individually meeting or a group conference. Now a group conference lets numerous invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for one-on-one 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 update, that’s gon na conserve that choice here. I’m simply 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 possibly some of the other events that I have readily available.
And lastly, we can pick a different color. This is extremely valuable if you have multiple occasions, I’m gon na select red in this case so it stands out from the other events that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of