Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to enable individuals who are interested in my organization and in my work to book time with me. So I wan na show 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. Because 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 permits Calendly to book those visits straight to your calendar however it also allows Calendly.
And what I suggest by this, is things beyond just Calendly consultations however things that are taking place maybe in your individual life or other conferences 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 correctly. 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 upload an image.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with 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 directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m utilizing 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 a new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for one-on-one conference.
So let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this an in person conference, 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 select call in this case. And in most cases, depending on the choice that you pick, you may have some additional choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe 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 business name or perhaps your complete 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 try make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they know what they’re getting too.
And lastly, we can pick a different color. This is very helpful if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other events that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of