Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hello 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 quick and extremely easy tool to permit people who are interested in my company and in my work to book time with me. I wan na show 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 signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because really everything 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 certain that you add one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it likewise permits Calendly.
And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 simply wan na encourage you to upload an image.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some 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 have actually got 2 events currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 actually our primary page here on the home screen where you can include and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an individually conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for individually meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. I can identify, oop, Fulfilling 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 a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you select, you might have some additional options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the visit. If somebody is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only 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 upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have multiple events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to maybe a few of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they understand what they’re getting too.
Now once we struck 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