Are you an expert, a freelancer or possibly you’re just searching 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 whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to enable people who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account when you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it likewise enables Calendly.
And what I suggest by this, is things beyond just Calendly appointments however things that are occurring maybe in your individual life or other conferences 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 properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image.
Now this is most likely more crucial than you believe. In most cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just 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 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 design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 truly our primary page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’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 just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events 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