Are you an expert, a freelancer or possibly 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 everything 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 tension. And I’ve used Calendly for a while now. It is a fast and very easy tool to allow people who have an interest in my service and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account when you have actually registered 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 since actually 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 sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also allows Calendly.
And what I suggest by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely 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 simply wan na encourage you to publish an image.
Now this is most likely more vital 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. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the occasions 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. 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 include and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one meeting.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular 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 pick phone call in this case. And in many cases, depending on the alternative that you select, you might have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this option, my invitee should call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. So if someone is thinking about 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 have actually booked the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they know what they’re getting.
And lastly, we can select a various color. This is very valuable if you have multiple events, I’m gon na choose red in this case so it sticks out from the other events that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of