Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and very simple tool to enable people who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that really everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar but it likewise enables Calendly.
And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring 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 just wan na encourage you to publish an image.
Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your company or possibly it’s your complete name. Keep in mind, 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here just to show you where this appears. So 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 pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design 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 go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are using Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. I’m just gon na state, 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 maybe some of the other occasions that I have available.
Now as soon as 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