Are you an expert, a freelancer or possibly you’re simply trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really easy and quick tool to permit individuals 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 started. 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. Due to the fact that really 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 add one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.
And what I mean by this, is things beyond simply Calendly visits but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is definitely 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 simply wan na encourage you to upload an image.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or maybe it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can link 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 land on 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 show you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. 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 events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s move on to the events themselves and how can you set up one or more events 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 events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually conference.
So let’s state develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a phone 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 choose call in this case. And in most cases, depending upon the choice that you choose, you may have some extra alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the visit. So if somebody is thinking about booking 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 scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na overlook particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your primary 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 state, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a various color. This is really handy if you have several occasions, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of