Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and very simple tool to allow individuals who are interested in my business 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 when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because really everything 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 add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it also enables Calendly.
to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to add those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Just select include calendar account here and you can authenticate 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 submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And finally, 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 organization or perhaps it’s your full name. Remember, 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, most of people are utilizing Calendly for individually 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 state update, that’s gon na conserve that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available.
And last but not least, we can select a different color. This is extremely valuable if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I have actually currently 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 people book this occasion. So by opening this app, you’re gon na see a lot of