Are you an expert, a freelancer or perhaps you’re simply looking for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and extremely easy tool to enable people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 permits Calendly to book those appointments directly to your calendar however it also allows Calendly.
And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 upload an image.
Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your organization or maybe it’s your full name. Keep in mind, 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 media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s carry on to the occasions themselves and how can you establish several occasions 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 go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option 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 separate what this event is about compared to perhaps some of the other events that I have available.
And finally, we can pick a various color. This is very practical if you have several events, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of