Are you an expert, a freelancer or maybe you’re simply looking for 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 everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very simple and fast tool to allow 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 begun. We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 ensure that you include one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar but it also enables Calendly.
And what I mean by this, is things beyond just Calendly consultations but things that are occurring 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 properly. Next up, we wan na stay 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 most likely more important than you think. You’re gon na wan na put the name of your business or maybe 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 connect from your site 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, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the events themselves and how can you set up several occasions so that it’s as easy for your prospective 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 primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and develop a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This may 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 utilizing Calendly for individually conference.
Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you choose, you may have some additional options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their contact number. I require to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve reserved the time will this number be revealed. 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 say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na overlook particularly if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting too.
And lastly, we can choose a different color. This is very useful if you have several occasions, I’m gon na pick red in this case so it stands out from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of