Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a really simple and fast tool to permit people who have an interest in my business 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 when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever 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 only allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
And what I suggest by this, is things beyond just Calendly visits however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is absolutely 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 simply wan na encourage you to submit an image.
Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete name. 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 just copy and paste this and give it to people directly so that they can land 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 simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here simply to show 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 2 occasions presently that individuals can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the events themselves and how can you establish several events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. 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 two events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets several invitees meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually conference.
So let’s state create for individually. On this screen, the first thing that we require to do is offer 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 basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you pick, you might have some extra choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. If somebody is considering 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’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na state update, that’s gon na save that option here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore specifically. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or possibly 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 once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they understand what they’re getting too.
And lastly, we can pick a different color. This is extremely valuable if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of