Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and quick tool to enable people who are interested in my organization 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 started by going into our menu, into our account as soon as you have actually registered with Calendly. And among 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 truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it also allows Calendly.
And what I suggest by this, is things beyond simply Calendly visits but things that are occurring possibly in your personal 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 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 submit an image.
Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your complete 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 media accounts or you can just copy and paste this and give it to individuals directly so that they can land on 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 show you where a few of those modifications take place. I’m gon na click my link here just to reveal 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 presently that people can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s move 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. So let’s return to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you choose, you might have some additional choices awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I need to know who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. 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 just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na ignore especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting.
And lastly, we can pick a various color. This is extremely helpful if you have several occasions, I’m gon na pick red in this case so it stands out from the other events that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of