Are you a consultant, a freelancer or maybe you’re simply looking for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and extremely simple tool to allow individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because really whatever 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 ensure that you include several calendar accounts. This not only allows Calendly to book those consultations straight to your calendar but it also enables Calendly.
And what I suggest by this, is things beyond just Calendly appointments however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. This is absolutely 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 submit an image.
Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your business or possibly it’s your full name. Remember, 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 straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 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 main page here on the home screen where you can add and modify existing events. 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 event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets multiple guests meet you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for one-on-one meeting.
So let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the choice that you select, you might have some extra choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. If somebody is thinking about reserving 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’ve reserved 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 ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook specifically. So I’m just gon na say, 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 maybe some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they know what they’re getting too.
Now once 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