Are you a specialist, a freelancer or perhaps you’re simply 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 utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a really simple and fast tool to permit individuals who are interested in my service and in my work to book time with me. 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 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. Since actually whatever 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 sure that you add one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly consultations however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is absolutely 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 just wan na motivate you to publish an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. However keep in mind, 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 straight so that they can arrive on your Calendly page. All right, when 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 modifications take place. I’m gon na click my link here just 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’ve got 2 events currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the occasions themselves and how can you establish 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 house screen where you can include and edit existing occasions. I’ve got 2 events that I’m using at the moment but 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’ve got 2 choices here, we can either produce an individually conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for one-on-one conference.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. 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, Consulting with Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the option that you pick, you may have some additional options waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to know who I’m calling or I can select this option, my guest must call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually reserved the appointment. So 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 immediately, it’s just after they’ve booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore especially. I’m simply gon na say, this is a conference 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 occasions that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your full 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 once again, you wan na try 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 simply paste this link and copy, they know what they’re getting too.
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