Are you a specialist, a freelancer or perhaps you’re just looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to allow individuals who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once 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. 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 permits Calendly to book those consultations directly to your calendar however it also permits Calendly.
And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences 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 correctly. Next up, we wan na remain 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 crucial than you think. In many cases, you’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just 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 which welcome message. I’ve got 2 events currently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. But now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple guests 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 many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s say create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second 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 utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the choice that you choose, you may have some extra choices 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 person who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the consultation. So if somebody 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 state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps 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 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 simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
And finally, we can choose a various color. This is really practical if you have numerous events, I’m gon na pick red in this case so it stands out from the other events that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of