Are you a consultant, a freelancer or maybe you’re simply looking for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hey there everyone, 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 extremely simple and quick tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na show 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 among the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we desire 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 just allows Calendly to book those visits directly to your calendar however it also allows Calendly.
And what I indicate by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 publish an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or possibly 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 site or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where individuals 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 among those events, they are likewise gon na see my branding here. This is where the logo enters into 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 simple for your prospective leads or for your customers 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 include and modify existing events. I’ve got two events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple invitees 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. However for the most part, most of individuals are using Calendly for individually conference.
In this case, I’m gon na say, 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 say, 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 occasions that I have readily available.
Now as soon as 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