Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and permitting individuals to easily 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 Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and very easy tool to permit people who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 wish to go to calendar connections since really everything 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 enables Calendly to book those consultations directly to your calendar but it also permits Calendly.
And what I indicate by this, is things beyond simply Calendly appointments however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 publish an image.
Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals 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 return to the house screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo comes into play. And now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as easy for your prospective 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 add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for one-on-one 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 state upgrade, that’s gon na save that choice here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe 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 multiple events, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of