Are you a specialist, a freelancer or perhaps you’re just looking for 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 need to understand to utilize Calendly Hi everyone, 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 extremely simple and quick tool to enable individuals who have an interest 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 kicked off by entering into our menu, into our account once you have actually registered with Calendly. And among the first 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. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
And what I indicate by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other conferences 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 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 upload an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your service or possibly it’s your complete name. Remember, 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you have actually 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 take place. I’m gon na click on my link here simply to reveal you where this appears. So 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 currently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into 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 prospective leads or for your customers 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 truly our main page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, most of individuals are using Calendly for individually conference.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give 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. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the alternative that you select, you may have some extra options waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If somebody is considering scheduling 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 booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na neglect especially if you have multiple occasions that you’re gon na be using to your users. I’m just 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 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 business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt 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 but likewise if I just copy and paste this link, they understand what they’re getting also.
Now once we hit 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