Are you a consultant, a freelancer or possibly you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. 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 among the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want 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 just permits Calendly to book those consultations directly to your calendar but it also permits Calendly.
to examine other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to check for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Just select add calendar account here and you can authenticate 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 submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to add here. And lastly, we can click on the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or maybe 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. 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 individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Today let’s proceed to the occasions themselves and how can you set up several 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 include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of individuals are utilizing Calendly for individually 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 state upgrade, that’s gon na save that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have available.
And last but not least, we can pick a various color. This is extremely useful if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of