Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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 everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar however it likewise enables Calendly.
And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is certainly 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 simply wan na encourage you to upload an image.
Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing 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 at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals 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 design enters into 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 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 really our primary page here on the house screen where you can add and modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are using 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 upgrade, that’s gon na conserve that option 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 separate what this occasion is about compared to perhaps some of the other events that I have readily available.
And finally, we can choose a various color. This is extremely helpful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of