Are you a specialist, a freelancer or possibly you’re just searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a really easy and fast tool to permit 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 started. So we’re gon na get things started by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. 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 permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
And what I imply by this, is things beyond just Calendly appointments however things that are occurring perhaps in your personal life or other conferences 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 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 submit an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here just 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 have actually got 2 events presently that individuals can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. And now let’s carry on to the events themselves and how can you establish several events so that it’s as simple for your prospective leads or for your clients 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 primary page here on the house screen where you can add and edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got two choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are utilizing 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 offer it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the alternative that you pick, you may have some additional options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I require to understand who I’m calling or I can select this option, my guest should call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually reserved the visit. So if somebody 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 reserved the time will this number be exposed. In this case, I’m gon na say, 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 choice here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have several occasions that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they know what they’re getting.
And last but not least, we can pick a various color. This is very practical if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already created. Now when 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. By opening this app, you’re gon na see a lot of