Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and very easy tool to allow 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. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up 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 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 include several calendar accounts. This not just enables Calendly to book those appointments directly to your calendar however it also permits Calendly.
And what I suggest 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 certainly gon na be your very 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 simply wan na encourage you to publish 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 full 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 people directly 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 return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary 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 on one of those events, they are also gon na see my branding here. This is where the logo design enters 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 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 really our primary page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of individuals are using Calendly for individually conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a location 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the choice that you select, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook especially. I’m just gon na say, this is a meeting 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 events that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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 separate URL. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting too.
And lastly, we can select a different color. This is extremely useful if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of