Are you a consultant, a freelancer or possibly you’re just looking for more leads and permitting people to quickly 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 Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to permit individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly everything 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 ensure that you add several calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it likewise enables Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have selected up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply select include 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 upload an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo design 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 most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight 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 go back to the house screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s proceed to the occasions themselves and how can you set up one or more occasions 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 actually our primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are utilizing 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 supply their phone number. I’m gon na say update, that’s gon na save that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have readily available.
Now once 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