Are you an expert, a freelancer or perhaps 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 reveal you everything 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 tension. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to allow people who are interested in my business and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of 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 really whatever 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 consultations straight to your calendar but it likewise enables Calendly.
And what I indicate by this, is things beyond just Calendly appointments but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. This is certainly 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 encourage you to upload an image.
Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However 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 just 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 go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two 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 design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple 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 truly our primary page here on the house screen where you can include and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of people are utilizing Calendly for one-on-one conference.
Let’s state create for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the alternative that you pick, you may have some extra alternatives waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. If someone is considering booking 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 scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na ignore especially if you have several occasions that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page but 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. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they understand what they’re getting.
Now as soon as we struck 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