Are you a consultant, a freelancer or possibly you’re simply looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and really easy tool to enable individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things started. 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. Because actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it likewise allows 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 perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can validate 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 simply wan na encourage you to publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. But 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 individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as simple 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 modify existing events. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have readily available.
And lastly, we can select a different color. This is very handy if you have several events, I’m gon na select red in this case so it stands out from the other events that I have actually currently developed. Now when we hit 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. By opening this app, you’re gon na see a lot of