Are you a specialist, a freelancer or perhaps you’re just searching for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and extremely easy tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up 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 due to the fact that really 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 just enables Calendly to book those visits straight to your calendar however it also allows Calendly.
And what I imply by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is definitely 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 just wan na motivate 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 organization or maybe it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect 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 arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can pick 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 one or more occasions so that it’s as easy 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 truly our primary page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually conference.
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 simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell 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 select phone call in this case. And in many cases, depending upon the option that you choose, you may have some extra alternatives awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can select this option, my guest needs to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. 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 have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na overlook particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary 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. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting.
Now as soon as we struck 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