Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a extremely easy and fast tool to permit people who are interested in my company 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 as soon as you’ve 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 since truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it also permits Calendly.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place perhaps in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have picked up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and maybe a welcome message simply when they arrive on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you would like to add here. And finally, we can click on the my link.
Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications take place. 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 2 occasions presently that people can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s proceed to the occasions themselves and how can you establish several 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 main page here on the house screen where you can add and modify existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually conference or a group conference. Now a group conference lets multiple guests 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. In many cases, the bulk of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. I’m just gon na say, this is a conference 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.
And last but not least, we can select a different color. This is very helpful if you have numerous events, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of