Are you a specialist, a freelancer or maybe you’re just trying to find more leads and allowing 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 understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a really simple and fast tool to enable individuals who are interested in my service 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 began by going into our menu, into our account as soon as you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it also permits Calendly.
And what I mean by this, is things beyond simply Calendly appointments however things that are taking place 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 stay 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 most likely more vital than you believe. You’re gon na wan na put the name of your company or perhaps 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 connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals 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 some of those modifications take place. I’m gon na click on my link here just to show 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 have actually got 2 events currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple 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 truly our main page here on the home screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for one-on-one meeting.
Let’s state develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add an area 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 perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you choose, you might have some additional alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the visit. If someone 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 have actually reserved 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 them to provide their contact number. I’m gon na say update, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore specifically. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they know what they’re getting too.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of