Are you an expert, a freelancer or maybe you’re simply searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything 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 tension. And I’ve utilized Calendly for a while now. It is a fast and extremely simple tool to allow people who are interested in my company and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 allows Calendly to book those appointments straight to your calendar however it also allows Calendly.
And what I imply by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 just wan na motivate you to submit an image.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your business or maybe 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 connect from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show 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’ve got two events presently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your customers 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 main page here on the home screen where you can add and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na state, 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 save that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available.
And finally, we can choose a different color. This is really practical if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of