Are you a specialist, a freelancer or possibly you’re simply searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit individuals who are interested in my service 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’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. Due to the fact that really 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 include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it likewise allows Calendly.
And what I mean by this, is things beyond simply Calendly appointments however things that are happening possibly in your individual 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 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 submit an image.
Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But 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 directly so that they can arrive on your Calendly page. All right, when 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 modifications happen. I’m gon na click on my link here simply to reveal you where this shows up. 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 two occasions currently that people can choose from and when they click among those occasions, 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 simple for your prospective 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 main page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment but 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 brand-new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for one-on-one meeting.
Let’s state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually easy here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the option that you choose, you may have some additional choices awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this choice, my invitee should call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. If someone is thinking about 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 just after they have actually booked 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 offer their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect particularly. So I’m just 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 is about compared to possibly a few of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they know what they’re getting.
And lastly, we can pick a various color. This is very valuable if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of