Are you a consultant, a freelancer or possibly you’re just searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and quick tool to allow people who are interested in my company 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 once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.
And what I mean by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 encourage you to submit an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. However 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 media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes happen. I’m gon na click my link here simply to reveal 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 2 events presently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy 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 truly our main page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several invitees consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting 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 choose phone call in this case. And in a lot of cases, depending on the option that you choose, you might have some additional options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the consultation. If somebody 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 away, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to possibly a few of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your complete 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 attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they know what they’re getting as well.
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