Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely simple tool to enable 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 started. 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. Since 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 ensure that you add several calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also allows Calendly.
And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring possibly in your personal 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 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 probably more vital than you think. For the most part, you’re gon na wan na put the name of your service 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 link from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the events 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. 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 modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for one-on-one meeting.
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 conserve that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have offered.
Now once we hit 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