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 understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a very easy and quick tool to enable individuals who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things started. 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 one of the first places that you’re gon na wan na go is up here to your account. Because actually 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 one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also permits Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly visits however 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 use several calendars to look for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up properly. Simply select include calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay 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. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next step, 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 finally, we can click the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. But 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 straight so that they can land on your Calendly page. All right, as soon as 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 changes take place. I’m gon na click 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’ve got 2 occasions currently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up several events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return 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 events. I have actually got two occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several invitees consult with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of people are using 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 supply their phone number. I’m gon na state upgrade, that’s gon na save 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 distinguish what this event is about compared to perhaps some of the other occasions that I have offered.
And last but not least, we can pick a different color. This is extremely helpful if you have several events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of