Are you a specialist, a freelancer or possibly you’re simply looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a very easy and quick tool to enable people who have an interest in my organization 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 when you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those appointments straight to your calendar but it also enables Calendly.
And what I imply by this, is things beyond simply Calendly visits but things that are taking place possibly in your individual 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 publish an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your service or perhaps 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 link from your site or your social media accounts or you can just 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 home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. Today let’s carry on to the events themselves and how can you set up several occasions so that it’s as simple for your prospective 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 really our primary 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 however let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for individually conference.
Let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you select, you might have some additional choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their contact number. I need to understand who I’m calling or I can choose this option, my invitee must call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked the visit. If somebody is considering scheduling 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 scheduled the time will this number be revealed. 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 conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting too.
And lastly, we can pick a various color. This is extremely handy if you have several events, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of