Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hello 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 extremely easy and quick tool to allow individuals who have an interest in my organization and in my work to book time with me. 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 once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it also enables Calendly.
And what I imply by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 encourage you to submit an image.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your organization or maybe it’s your full 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up several events so that it’s as easy for your prospective 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 modify existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for one-on-one conference.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a place 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, 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 conserve that alternative here. Down below we can include a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be using to your users. So I’m simply 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 perhaps some of the other events that I have available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or possibly your complete name to get them to your main 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. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know 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