Are you a specialist, a freelancer or possibly you’re simply looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require 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’ve used Calendly for a while now. It is a really easy and fast tool to allow 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. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 want to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it also allows Calendly.
And what I indicate by this, is things beyond simply Calendly visits but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is absolutely 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 upload an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. But 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 individuals directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Today 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 really our main page here on the home screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, the majority of people are utilizing Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we need 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 arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some additional choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I need to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have several events that you’re gon na be using to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they know what they’re getting.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of