Are you a consultant, a freelancer or possibly you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to allow 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 once you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it likewise allows Calendly.
And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other conferences 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 motivate you to upload an image.
Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe 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 simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy 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 main page here on the house screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, the majority of people are utilizing Calendly for one-on-one conference.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you choose, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So 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 only after they have actually booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na ignore specifically. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they know what they’re getting also.
And last but not least, we can select a various color. This is extremely valuable if you have numerous occasions, I’m gon na pick red in this case just so it sticks out from the other events that I’ve currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of