Are you an expert, a freelancer or maybe you’re just searching 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 whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to allow people who are interested in my business and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it also allows Calendly.
And what I suggest by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is absolutely 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 simply wan na motivate you to upload an image.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when 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 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 individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as simple for your potential 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 truly our main page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet 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. However for the most part, most of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. I’m simply gon na state, this is a conference 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.
And last but not least, we can pick a different color. This is very useful if you have numerous events, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already created. 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. So by opening this app, you’re gon na see a lot of