Are you a specialist, a freelancer or perhaps you’re simply 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 show you everything you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and really 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 show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 wish to go to calendar connections due to the fact that truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not just allows Calendly to book those appointments directly to your calendar but it also enables Calendly.
And what I mean by this, is things beyond just Calendly appointments 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 really 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 motivate you to submit an image.
Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your business or perhaps 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 website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click on one of those events, 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 one or more events so that it’s as easy for your potential leads or for your customers 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 edit existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for individually meeting.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting 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 select call in this case. And oftentimes, depending upon the option that you select, you may have some additional choices waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this option, my invitee should call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the visit. If someone is thinking about 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 have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na neglect particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m simply 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 has to do with compared to maybe a few of the other events that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they know what they’re getting also.
And lastly, we can pick a different color. This is really useful if you have several occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of