Are you a specialist, a freelancer or perhaps you’re just looking for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and really easy tool to allow people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account once you’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly 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 just allows Calendly to book those consultations directly to your calendar but it also permits Calendly.
And what I suggest by this, is things beyond just Calendly appointments but things that are taking place maybe 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
Now this is most likely more important than you believe. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events presently 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 design enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group conference. Now a group meeting lets several guests consult with you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for individually meeting.
In this case, I’m gon na say, 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 option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of