Are you a consultant, a freelancer or maybe you’re simply trying to find 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 require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to enable individuals who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account when 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 because 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 ensure that you add one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
And what I mean by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other meetings 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 simply wan na motivate you to submit an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with 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 people directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters 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 simple for your prospective leads or for your clients to come in here and book time with you. Let’s go back 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 occasions. I have actually got two occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for individually meeting.
Let’s state produce for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. If someone is considering 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 just after they have actually reserved 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 inquire to provide their contact number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na neglect specifically. So I’m simply gon na say, 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 possibly a few of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they understand what they’re getting as well.
And last but not least, we can pick a different color. This is really helpful if you have several events, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of