Are you an expert, a freelancer or maybe you’re just searching for more leads and allowing people to easily and expertly 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, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly whatever 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 just enables Calendly to book those consultations directly to your calendar however it also permits Calendly.
And what I mean by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 just wan na encourage you to upload an image.
Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just 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 occasions presently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s carry 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. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference 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 telephone call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some extra choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. If somebody is thinking about 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 exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be using to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to perhaps a few of the other occasions that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
Now as soon as 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