Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and allowing individuals 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 utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to enable people who have an interest in my service 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 when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also enables Calendly.
to inspect other bookings 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 conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate 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 simply wan na encourage you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to include here. And last but not least, we can click on 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 full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just 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. So 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 2 events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy 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 actually our main page here on the home screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous 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 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 supply their phone number. I’m gon na say update, 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 differentiate what this occasion is about compared to perhaps some of the other events that I have offered.
And last but not least, we can select a various color. This is really valuable if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of