Are you a consultant, a freelancer or perhaps you’re just looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among 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 whatever 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 permits Calendly to book those appointments straight to your calendar but it also allows Calendly.
And what I suggest by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your business or maybe it’s your complete name. But 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 arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click 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 have actually got two occasions currently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s proceed to the occasions themselves and how can you establish several occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We’ve got two options here, we can either create an individually conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are utilizing 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 provide their phone number. I’m gon na say update, that’s gon na conserve that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have readily available.
And finally, we can pick a various color. This is really helpful if you have several occasions, I’m gon na select red in this case just so it sticks out from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of