Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to enable people who have an interest in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account once you’ve joined 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 actually 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 sure that you add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar but it also permits Calendly.
And what I imply by this, is things beyond simply Calendly consultations however 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 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 motivate you to submit an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or perhaps 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 link from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. 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 choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s proceed to the occasions themselves and how can you set up several 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 primary page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous guests meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for one-on-one meeting.
Let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add an area 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 particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their telephone number. I need to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the visit. So if someone is considering reserving 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 option here. If you have several occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of