Are you a consultant, a freelancer or possibly you’re just searching for more leads and allowing people 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 Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to permit people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since really 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 only allows Calendly to book those appointments straight to your calendar but it also permits Calendly.
And what I mean by this, is things beyond simply Calendly appointments however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 encourage you to submit an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your company or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing 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, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your prospective 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 main page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for individually meeting.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action 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 using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the option that you pick, you may have some extra choices waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my invitee should call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly 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 particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can pick a various color. This is really helpful if you have numerous occasions, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of