Are you a consultant, a freelancer or possibly you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a really simple and fast tool to enable people who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account when you’ve signed up with Calendly. And one of 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 really whatever 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 include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.
And what I mean by this, is things beyond just Calendly visits but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.
Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s carry 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 clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can include and modify existing events. I have actually got two events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an individually conference or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be great for an instructor 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 individually meeting.
So let’s say develop for individually. 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 just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on the choice that you select, you might have some extra alternatives waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na ignore specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to perhaps a few of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they know what they’re getting.
Now as soon as we struck 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