Are you a consultant, a freelancer or perhaps 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 reveal you everything you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and really easy tool to permit people 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 once you have actually signed up with Calendly. And one of the top 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 really whatever is based around your relationship with Calendly and your calendar. 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 appointments directly to your calendar but it likewise enables Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm with any calendar service consisting of 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 just wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile photo here together with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or maybe it’s your full name. 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 networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on 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 show you where a few of those changes occur. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click among 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 occasions themselves and how can you set up one or more events so that it’s as easy for your prospective 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 2 events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk 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 provide their phone number. I’m gon na state update, that’s gon na save that option here. I’m simply gon na state, 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 maybe some of the other events that I have available.
And lastly, we can select a different color. This is extremely valuable if you have several events, I’m gon na choose red in this case so it stands out from the other events that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of