Are you an expert, a freelancer or possibly you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and very simple tool to permit people who are interested in my business and in my work to book time with me. So I wan na show you how to get things started. 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 one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that really 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 only enables Calendly to book those consultations straight to your calendar however it likewise allows Calendly.
And what I indicate by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is definitely 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 just wan na encourage you to publish an image.
Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to individuals 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 home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design 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 easy 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 actually our primary page here on the house screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet with 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 using Calendly for individually conference.
Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add an area 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 using Google Meet, Zoom, GoToMeeting or perhaps something customized, 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 alternative that you pick, you may have some extra options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their telephone number. I require to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the visit. So if somebody 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 now, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na neglect particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your complete 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. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting.
Now when we hit 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