Are you an expert, a freelancer or maybe you’re simply trying to find more leads and permitting 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 know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a really simple and quick tool to allow people who have an interest in my business and in my work to book time with me. 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 as soon as you have actually signed up with Calendly. And among 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 want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is definitely 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 just wan na motivate you to upload an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when 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 changes take place. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return 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 modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for individually 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 state upgrade, that’s gon na save that option here. I’m just gon na state, 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 occasions that I have offered.
And last but not least, we can select a various color. This is very practical if you have several events, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of