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 reveal you whatever you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to permit people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account once you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it also permits Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose 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 motivate you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next action, 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 last but not least, we can click on the my link.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your business or maybe it’s your full 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 at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here simply 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’ve got 2 events presently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 main page here on the home screen where you can add and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice 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 perhaps some of the other events that I have offered.
And last but not least, we can pick a different color. This is really valuable if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of