Are you an expert, a freelancer or possibly you’re just trying to find 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 require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and really simple tool to enable individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account when you’ve registered 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 since truly 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 just allows Calendly to book those consultations straight to your calendar however it likewise enables Calendly.
And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your personal life or other meetings 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 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 encourage you to submit an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your business 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 go back to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that people can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up several occasions 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 events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a 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 conference lets several invitees meet with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for individually conference.
So let’s state produce for individually. On this screen, the first thing that we need to do is give 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 individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you choose, you may have some additional options waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the appointment. So if somebody is thinking about scheduling 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 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 offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect particularly. 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 possibly some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.
And finally, we can pick a various color. This is really handy if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of