Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to allow individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account as soon as you have actually joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add 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 just wan na encourage you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to add here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or perhaps 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 connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land 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 take place. I’m gon na click on my link here just to show you where this appears. 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 2 occasions currently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as easy for your potential 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 primary page here on the house screen where you can add and modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the bulk 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 offer 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 conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered.
Now as soon as we struck 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