Are you a consultant, a freelancer or maybe you’re just searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to permit individuals who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by going into our menu, into our account when you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very 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 directly to your calendar however it likewise allows Calendly.
And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 publish an image.
Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect 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, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just 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 events currently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events 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. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for individually conference.
Let’s state develop for one-on-one. 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 reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the option that you select, you may have some additional options awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. If someone is considering booking 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 supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be providing 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, just something so they can differentiate what this occasion has to do with compared to perhaps a few of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly 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 again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they know what they’re getting.
And last but not least, we can select a different color. This is really practical if you have several events, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of