Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to allow people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar however it also allows Calendly.
to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually selected up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate with any calendar service including 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 submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile picture here in addition to 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 add your company logo design or some other image that you want to add here. And finally, we can click on the my link.
Now this is probably more crucial 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 individuals directly so that they can land on 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 a few of those changes take place. I’m gon na click my link here simply 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 which welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s move on to the events themselves and how can you set up several 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 primary page here on the home screen where you can include and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets multiple guests meet 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 in most cases, most of individuals are using 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 supply their phone number. I’m gon na state 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, simply something so they can separate what this event is about compared to perhaps some of the other events that I have available.
Now when 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