Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a quick and very easy tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it likewise enables Calendly.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for disputes. You can use several calendars to check for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to include those visits to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can verify with any calendar service including 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. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And lastly, we can click the my link.
Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your full name. But remember, 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 directly so that they can land on your Calendly page. All right, when 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 changes occur. I’m gon na click on my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your customers 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 modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets several guests meet with 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 most cases, the majority of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na say, 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 just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have available.
And finally, we can choose a various color. This is very helpful if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already developed. Now once we struck 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. So by opening this app, you’re gon na see a lot of