Are you an expert, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to permit people who have an interest 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 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. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The 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 appointments directly to your calendar however it also allows Calendly.
And what I imply by this, is things beyond just Calendly visits but things that are occurring maybe in your individual 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 stay 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 most likely more crucial than you think. You’re gon na wan na put the name of your business 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 connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more 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 go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an individually conference or a group meeting. Now a group conference lets several guests meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, the majority of people are utilizing Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state 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 differentiate what this occasion is about compared to maybe some of the other events that I have offered.
And lastly, we can select a various color. This is really valuable if you have multiple occasions, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve currently produced. Now as soon as we hit 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 great deal of