Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and permitting individuals 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very simple and fast tool to permit individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account once you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 just enables Calendly to book those visits straight to your calendar but it likewise allows Calendly.
And what I mean by this, is things beyond just Calendly visits but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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 vital than you think. You’re gon na wan na put the name of your company or perhaps it’s your full 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 people 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 show you where some of those modifications occur. I’m gon na click my link here just to reveal 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’ve got 2 occasions presently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo 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 easy for your prospective leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and edit existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and create 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 two options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one meeting.
So let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the option that you choose, you might have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. If someone is thinking about 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 only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have numerous occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they understand what they’re getting also.
And last but not least, we can choose a different color. This is really handy if you have several events, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of