Are you a consultant, a freelancer or possibly you’re simply searching for more leads and enabling people to easily 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 Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to enable 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 begun. So we’re gon na get things started by entering into our menu, into our account as soon as you’ve 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 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 several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also allows Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring perhaps 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 use numerous calendars to look for conflicts more than just the one that you have chosen up here and you can also define which calendar to include those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm with any calendar service including 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 motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or maybe 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 media accounts or you can just copy and paste this and give it to people directly 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 go back to the house screen. I just wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people 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. Now let’s move on to the events themselves and how can you set up 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. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, most of people are using Calendly for individually meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting 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 events that I have readily available.
And finally, we can choose a different color. This is very handy if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I’ve already 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. So by opening this app, you’re gon na see a lot of