Are you a consultant, a freelancer or maybe you’re simply searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to permit people who have an interest 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 once 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. And we wish to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also allows Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous 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 appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify with any calendar service including 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 encourage you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise 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 lastly, we can click on the my link.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your organization or possibly 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 networks accounts or you can simply copy and paste this and give it to individuals directly 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 house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. 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 occasions. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets several guests 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. However most of the times, the majority 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 provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available.
Now when we hit 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