Are you a consultant, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a really simple and quick tool to permit individuals who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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.
And what I imply by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 simply wan na motivate you to upload an image.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your full 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 straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here simply to show you where this shows up. So 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 two events presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up one or more 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 add and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, most of people are using Calendly for one-on-one conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available.
Now when 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