Are you an expert, a freelancer or maybe you’re just trying to find more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a very easy and fast tool to permit individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it likewise allows Calendly.
And what I suggest by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely 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 simply wan na motivate you to submit an image.
Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your organization or maybe it’s your complete 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 website or your social media accounts or you can simply 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 on my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s proceed to the occasions themselves and how can you establish several occasions 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 main page here on the home screen where you can add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several invitees meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However for the most part, the majority of individuals are using Calendly for one-on-one meeting.
So let’s say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the alternative that you pick, you may have some extra choices waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their contact number. I require to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the appointment. If someone is considering scheduling 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 have actually scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to maybe some of the other events that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or perhaps your full 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 once again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting as well.
Now as soon as we hit 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