Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a extremely simple and fast tool to enable individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering 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. And we wish to go to calendar connections because really everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
And what I mean by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other conferences 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 just wan na motivate you to submit an image.
Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click my link here just 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 two events currently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s proceed to the events themselves and how can you set up several events so that it’s as simple 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 really our main page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for individually meeting.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the alternative that you choose, you may have some additional options waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this option, my guest ought to 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 display this number up until they have actually scheduled the consultation. So if somebody is considering 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 scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to maybe a few of the other occasions that I have readily available. And after that simply below the description, we have our occasion 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 however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they know what they’re getting.
And lastly, we can choose a different color. This is really helpful if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of