Are you a consultant, a freelancer or maybe you’re simply searching 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 everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to permit individuals who have an interest in my business and in my work to book time with me. 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 as soon as you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since actually everything 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 make certain that you add several calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it likewise enables Calendly.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just 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 submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message just 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 design or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your company or possibly it’s your complete name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here simply 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 have actually got two events currently that individuals can pick from and when they click on one of those events, they are also 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 events 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 truly our main page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available.
And last but not least, we can choose a different color. This is extremely handy if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other events that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of