Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my service and in my work to book time with me. I wan na reveal 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 have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar however it also allows Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 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 advise that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And lastly, 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 service or maybe 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 connect from your website 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, 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 modifications happen. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two 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 comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple 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 actually our main page here on the house screen where you can include and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually 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 upgrade, that’s gon na save 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 separate what this event is about compared to perhaps some of the other events that I have readily available.
And lastly, we can choose a different color. This is very practical if you have several occasions, I’m gon na pick red in this case so it stands out from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of