Are you an expert, a freelancer or perhaps you’re just looking for more leads and enabling people to quickly 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 everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to permit people 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 started. We’re gon na get things kicked off by going into our menu, into our account once 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. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it also permits Calendly.
And what I indicate by this, is things beyond simply Calendly visits however things that are occurring maybe in your personal life or other meetings that come up as a part of your day. This is certainly 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 simply wan na motivate you to upload an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your service or possibly it’s your full 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 just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you have actually 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 occur. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people 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 enters into play. Now 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. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for one-on-one conference.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide 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. So I’m simply gon na call this one, Meeting Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular 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 phone call in this case. And in many cases, depending upon the alternative that you choose, you may have some extra choices awaiting you. Do I wan na select 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 require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually scheduled 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 ask them to supply their contact number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na neglect specifically if you have several events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to perhaps some of the other events that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe 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 attempt make it as particular as possible. So perhaps 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 understand what they’re getting as well.
Now when 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