Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a very simple and quick tool to allow individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly whatever is based around your relationship with Calendly and your calendar. 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 but it also permits Calendly.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to look for conflicts more than simply the one that you have actually selected up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm 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 publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to reveal 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’ve got 2 occasions presently that people can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. But now let’s move on to the events themselves and how can you set up several events so that it’s as simple for your prospective leads or for your customers 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 primary page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets multiple invitees meet 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 in most cases, most of individuals are using Calendly for individually 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 state update, that’s gon na conserve that choice here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available.
Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of