Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very simple and quick tool to allow individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as 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. Because actually whatever 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 permits Calendly to book those visits directly to your calendar however it also enables Calendly.
And what I suggest by this, is things beyond simply Calendly appointments however things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is absolutely 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 simply wan na encourage you to submit an image.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you have actually 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 my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events currently that people can choose from and when they click one of those occasions, 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 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 truly our main page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for one-on-one 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 say 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, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have readily available.
And lastly, we can choose a various color. This is extremely handy if you have several events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of