Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to allow people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account once you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is definitely 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 motivate you to publish an image.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business or possibly it’s your full name. 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 networks accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return 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 reveal 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 have actually got two events currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes into 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 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 actually our primary page here on the house 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 produce a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple guests meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the option that you pick, you may have some additional alternatives waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I need to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. 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 only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be offering to your users. 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 differentiate what this occasion is about compared to possibly some of the other events that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting as well.
And last but not least, we can select a different color. This is very useful if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently developed. Now as soon as we struck 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