Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a fast and extremely simple tool to permit individuals who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account once you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that actually 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 just allows Calendly to book those consultations directly to your calendar however it likewise enables Calendly.
And what I suggest by this, is things beyond just Calendly appointments however things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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. Most of the times, you’re gon na wan na put the name of your service or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes take place. 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 events presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into 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 prospective 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 truly our primary page here on the house screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually conference.
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 save that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have available.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of