Are you a consultant, a freelancer or possibly you’re just searching for more leads and enabling 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 know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a very simple and quick tool to permit people who are interested in my business and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among 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 want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it likewise enables Calendly.
And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 just wan na encourage you to upload an image.
Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes 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 have actually got 2 events currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your potential 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 main page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m utilizing 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 up a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually meeting.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as using 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 many cases, depending on the alternative that you choose, you might have some additional choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone 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 include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we currently 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 different URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they know what they’re getting as well.
And lastly, we can select a various color. This is very useful if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of