Are you a specialist, a freelancer or maybe you’re just 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 show you everything you need to understand to utilize Calendly Hey there everybody, 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 quick and very simple tool to permit people who are interested in my business and in my work to book time with me. I wan na show 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’ve registered with Calendly. And one of 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 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 just permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your personal life or other conferences 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 just wan na motivate you to submit an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here simply to reveal you where this shows up. So 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 events presently that people 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 occasions so that it’s as easy 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 truly our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of people are using Calendly for one-on-one conference.
So let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you pick, you may have some extra alternatives waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this option, my guest should call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to display this number till they have scheduled the appointment. So if someone is thinking about scheduling 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 only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have multiple events that you’re gon na be using to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your main 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 maybe I’m gon na say, 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 also.
Now when we hit 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