Are you a consultant, a freelancer or maybe you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and really simple tool to allow individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account as soon as 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 wish to go to calendar connections because truly 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 several calendar accounts. This not just permits Calendly to book those consultations directly to your calendar but it also enables Calendly.
to check other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are occurring possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to include those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply choose add calendar account here and you can authenticate 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 motivate you to upload an image. If this is conferences or appointments that individuals 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 likewise wan na make a fast stop at the branding page to include your company logo 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 probably more vital than you think. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, 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 just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the occasions themselves and how can you establish one or more 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 go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However for the most part, the majority of people 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 state update, 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 event is about compared to perhaps some of the other occasions that I have available.
And last but not least, we can choose a different color. This is extremely valuable if you have multiple occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of