Are you a consultant, a freelancer or maybe you’re just searching for more leads and allowing 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 know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to allow individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account once 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 really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only permits Calendly to book those appointments straight to your calendar but it likewise permits Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are taking place maybe 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 utilize several calendars to check for disputes more than just the one that you have selected up here and you can also 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 correctly. Simply select add calendar account here and you can verify with any calendar service consisting of 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 just wan na encourage you to submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. Keep in mind, 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve 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 occur. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters into play. But now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as easy for your prospective 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 really our primary page here on the house 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 event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, the majority of people are utilizing Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have available.
Now as soon as 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