Are you an expert, a freelancer or maybe you’re just looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a quick and really simple tool to enable people who have an interest in my service 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 once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it also permits Calendly.
And what I suggest by this, is things beyond just Calendly visits but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 simply wan na encourage you to submit an image.
Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your complete 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 individuals 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 just wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click on among 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 prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and produce a brand-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 two choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that option here. I’m simply gon na say, 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 offered.
Now when we struck 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