Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a fast and really simple tool to enable people who have an interest in my service 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’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since actually 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 include one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar but it likewise allows Calendly.
And what I indicate by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other conferences 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 properly. 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 encourage you to submit an image.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house 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 appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s move on to the events themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your clients 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 really our primary page here on the home screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an individually conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually conference.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the option that you choose, you may have some extra alternatives waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their telephone number. I require to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na ignore especially if you have numerous events that you’re gon na be providing to your users. 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 perhaps some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can select a various color. This is very useful if you have multiple events, I’m gon na select red in this case just so it stands out from the other events that I’ve already created. Now once 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. So by opening this app, you’re gon na see a lot of