Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account once you’ve 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 since actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
And what I imply by this, is things beyond simply Calendly visits 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 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 simply wan na motivate you to publish an image.
Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to show you where this shows up. 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 events presently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions 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. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for one-on-one conference.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the choice that you choose, you may have some additional options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. 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 revealed. 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 update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na neglect specifically if you have several occasions that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just copy and paste this link, they know what they’re getting too.
And finally, we can select a various color. This is very useful if you have multiple occasions, I’m gon na select red in this case so it stands out from the other events that I’ve already created. Now as soon as 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. By opening this app, you’re gon na see a lot of