Are you a consultant, a freelancer or perhaps you’re just searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there 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 extremely simple tool to permit individuals who have an interest in my company 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 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 want to go to calendar connections due to the fact that really 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 include one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it also enables Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can also define which calendar to include those appointments to. This is definitely 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 authenticate 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 just 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 perhaps a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And lastly, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with 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 straight so that they can arrive at 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 just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo 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 easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using 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 offer their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have offered.
Now as soon as 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