Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hello 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 fast and extremely simple tool to allow individuals who are interested in my organization 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 one of the top 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 ensure that you add one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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 upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add 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 possibly 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 website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here just to show you where this shows up. So 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 occasions 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 enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients 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 really our primary page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually conference.
In this case, I’m gon na say, 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 state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have available.
And finally, we can select a different color. This is very valuable if you have multiple events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of