Are you an expert, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to allow people who have an interest in my business 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 among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really everything is based around your relationship with Calendly and your calendar. 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 likewise enables Calendly.
And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 upload an image.
Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at 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 simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose 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. And now let’s move on to the occasions themselves and how can you establish one or more events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, the majority of individuals 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 conserve that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other events that I have available.
Now once 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