Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my service and in my work to book time with me. I wan na reveal you how to get things started. 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 one of 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 due to the fact that actually everything is based around your relationship with Calendly and your calendar. The 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 directly to your calendar but it likewise allows Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm 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 simply wan na encourage you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your service or perhaps it’s your full name. However 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design 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 potential 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 modify existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available.
And finally, we can select a different color. This is really useful if you have several occasions, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently created. Now when 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. By opening this app, you’re gon na see a lot of