Are you a consultant, a freelancer or possibly you’re just searching for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a really simple and quick tool to allow individuals 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 when you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very 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 appointments directly to your calendar however it likewise permits Calendly.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have actually selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections established correctly. Just choose add calendar account here and you can confirm 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 encourage you to upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message just 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 would like to add here. And finally, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here simply to reveal 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 2 events currently that individuals can choose from and when they click among 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 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 truly our main page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop 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. In a lot of cases, the bulk of individuals are using Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option 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 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 event. By opening this app, you’re gon na see a lot of