Are you a consultant, a freelancer or maybe you’re just trying to find more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to permit individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually 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 make certain that you include several calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it also allows Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are happening perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to include those visits to. So this is certainly gon na be your extremely first stop to make certain 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or possibly it’s your full name. 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 media accounts or you can simply copy and paste this and give it to individuals 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 simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions 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 design enters into play. But now let’s carry on to the events themselves and how can you set up several events so that it’s as easy for your potential 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 main page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually meeting.
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 upgrade, that’s gon na conserve that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available.
Now once 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