Are you a consultant, a freelancer or maybe you’re just trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a really simple and fast tool to permit individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it also allows Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose 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 simply wan na encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your service 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 link from your site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed 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 primary page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, most of individuals are utilizing 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 alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available.
Now when 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