Are you an expert, a freelancer or possibly you’re just looking for more leads and permitting individuals to quickly 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 everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to permit people who are interested 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 when you have actually 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 want to go to calendar connections since really whatever 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 enables Calendly to book those consultations directly to your calendar however it also allows Calendly.
And what I mean 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 absolutely 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 submit an image.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, 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 arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s proceed to the occasions themselves and how can you set up several events so that it’s as easy for your potential 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 actually our primary page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my invitees ’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 conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available.
And lastly, we can choose a various color. This is extremely practical if you have several occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of