Are you a consultant, a freelancer or possibly you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to permit people who are interested in my business 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 among 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 desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other meetings that show 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 just the one that you have actually selected up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 motivate you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast 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 the my link.
Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, 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 just copy and paste this and give it to individuals 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 home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show you where this shows up. 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 events currently that people can select from and when they click on 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 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 return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets numerous guests meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for one-on-one meeting.
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 say upgrade, that’s gon na conserve that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available.
Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of