Are you a consultant, a freelancer or possibly you’re just trying to find more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everyone, 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 extremely easy and quick tool to enable people 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 one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly whatever is based around your relationship with Calendly and your calendar. 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 straight to your calendar however it also permits Calendly.
And what I suggest by this, is things beyond simply Calendly visits however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 publish an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or possibly it’s your complete 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 site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click on my link here just to show you where this appears. 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 occasions currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So 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 include and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, the majority of individuals are using Calendly for individually conference.
Let’s say 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 reference. 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, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you pick, you may have some additional options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can choose this option, my guest must 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 display this number until they have actually booked the visit. 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 just after they’ve booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na ignore 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 occasion has to do with compared to possibly some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case 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 easy for me to determine but also if I just copy and paste this link, they understand what they’re getting too.
Now as soon as 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