Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a quick and extremely simple tool to enable individuals who have an interest in my business and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things kicked off by entering 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. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar however it also permits Calendly.
to examine other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections established correctly. Simply select add calendar account here and you can authenticate 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 encourage you to submit 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 photo here along with your name and perhaps 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 include your business logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more important than you think. 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 connect from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters 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 simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main 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 select that brand-new event type, which is gon na open a new screen. We have actually got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available.
Now when we struck 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