Are you a specialist, a freelancer or perhaps you’re just looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and very easy tool to enable people who are interested in my service and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it also permits Calendly.
And what I imply by this, is things beyond just Calendly visits but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely 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 motivate you to publish an image.
Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on my link here simply to show you where this shows up. So 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 occasions currently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the home 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 new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually conference or a group conference. Now a group conference lets numerous guests meet with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people 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 offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the choice that you select, you may have some additional alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the appointment. If someone is considering 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 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 inquire to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na ignore specifically. So 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 occasion is about compared to perhaps some of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.
And last but not least, we can choose a various color. This is extremely practical if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of