Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to permit people who are interested in my company 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 began by entering into our menu, into our account as soon as you have actually 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 due to the fact that 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 include one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it likewise allows Calendly.
And what I imply by this, is things beyond simply Calendly consultations however things that are taking place perhaps 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 simply wan na motivate you to publish an image.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your company 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 site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal 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 which welcome message. I have actually got two occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the events themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your customers 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 main page here on the home screen where you can include and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are using Calendly for individually meeting.
So let’s say produce for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the choice that you choose, you might have some additional options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say update, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be using to your users. 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 is about compared to perhaps some of the other events that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting.
Now as soon as we hit 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