Are you a consultant, a freelancer or possibly you’re just trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to permit individuals who are interested in my organization and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began 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. Due to the fact that 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 make certain that you include several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also enables Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are occurring possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for disputes more than simply the one that you have picked up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just 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 just wan na encourage you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to add here. And last but not least, we can click on the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive 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 some of those changes 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 events currently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s proceed to the events themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our main page here on the house 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 create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous 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 majority of individuals are utilizing Calendly for one-on-one 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 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 maybe some of the other occasions that I have readily available.
Now once we hit 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