Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever 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 stress. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to allow people who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 really everything 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 add one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it likewise enables Calendly.
And what I indicate by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual life or other meetings 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 remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your complete name. But remember, 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 individuals directly so that they can arrive at 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 reveal you where some of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s carry on to the events themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your customers 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 house screen where you can include and modify existing events. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. But in many cases, the majority of individuals are using Calendly for one-on-one meeting.
Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the alternative that you choose, you may have some extra options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na neglect specifically if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event 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 occasion link. Now we currently talked briefly about having your domain name or your business 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 attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they know what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of