Are you an expert, a freelancer or maybe you’re just looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hello 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 quick and extremely easy tool to allow individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account as soon as you’ve joined Calendly. And among the top 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. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just permits Calendly to book those appointments straight to your calendar but it also allows Calendly.
And what I indicate by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is definitely 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. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect 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 land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here simply to show 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 two events presently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. And 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 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 actually 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 using at the moment however let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one conference.
So let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a location 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the alternative that you choose, you may have some additional alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee 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 up until they have actually scheduled the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to perhaps a few of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of