Are you an expert, a freelancer or possibly you’re just searching for more leads and permitting people to easily and expertly 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, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and really simple tool to allow individuals who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account once you have actually registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly everything is based around your relationship with Calendly and your calendar. 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 only permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.
And what I mean by this, is things beyond just Calendly visits but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. 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 land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return 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 initial landing page where people are gon na see my profile image, my name which welcome message. I have actually 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 enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually conference or a group meeting. Now a group meeting lets numerous guests meet 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. But for the most part, the majority of individuals are using Calendly for one-on-one meeting.
Let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you choose, you may have some extra options waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this option, my guest must call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. If someone is thinking about 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 have actually reserved the time will this number be exposed. 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 say upgrade, that’s gon na save that option here. Down below we can include a description which is something you do not wan na overlook especially if you have multiple occasions that you’re gon na be providing to your users. 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 separate what this occasion has to do with compared to maybe a few 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 service name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they know what they’re getting too.
And last but not least, we can pick a different color. This is very practical if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of