Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to permit people who have an interest in my business 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 once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly whatever 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 include one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it also enables Calendly.
And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other meetings 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 properly. 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 probably more important than you think. In many cases, you’re gon na wan na put the name of your organization 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 link 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 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 reveal you where a few of those changes occur. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently 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 enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple 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 modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple guests consult 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. In most cases, the bulk of individuals are using Calendly for one-on-one conference.
In this case, I’m gon na state, 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 conserve that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate 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