Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hey there 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 really easy and fast tool to allow people who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. 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. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it likewise enables 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 meetings that come up as a part of your day. This is certainly gon na be your extremely 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 just wan na encourage you to upload an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your service or maybe 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 networks 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 house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters into play. But now let’s proceed to the occasions themselves and how can you set up 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. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, most of people are utilizing 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 provide their phone number. I’m gon na say update, that’s gon na save 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 perhaps some of the other occasions that I have available.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of