Are you a consultant, a freelancer or maybe you’re just looking for more leads and allowing 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’ve used Calendly for a while now. It is a really simple and fast tool to permit people who are interested in my business and in my work to book time with me. So 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 as soon as you have actually registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we desire 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 just enables Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps in your personal life or other conferences 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 conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to include those appointments to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing 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 land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes happen. 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 people 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. Now let’s move on to the occasions themselves and how can you set up 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 actually our main page here on the house screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group conference. Now a group conference lets numerous invitees meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have offered.
Now when we struck 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