Are you a consultant, a freelancer or possibly you’re simply trying to find 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 know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to allow people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account when you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that 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 include several calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it likewise enables Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply 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 just wan na encourage you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you want to include here. And finally, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. But remember, this is the URL that you are gon na be sharing with 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 individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this appears. 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 currently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the events themselves and how can you establish several events 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 truly our main page here on the home screen where you can add and edit existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might 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 guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available.
Now as soon as 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