Are you an expert, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a very simple and quick tool to allow people who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the top 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. 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 only permits Calendly to book those appointments directly to your calendar however it also allows Calendly.
And what I suggest by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely 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 upload an image.
Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your business or maybe 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 website or your social media 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 appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can pick from and when they click among 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 events so that it’s as easy for your potential leads or for your clients 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 events. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets several guests meet with 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 a lot of cases, the majority of people are utilizing Calendly for individually conference.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the option that you select, you might have some additional options 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 person who’s booking that time to note their phone number. I require to understand who I’m calling or I can select this option, my guest must 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 show this number until they have actually scheduled the appointment. So if someone is considering reserving 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 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 save that choice here. Down below we can include a description which is something you do not wan na overlook especially if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply 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 listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting too.
Now as soon as we struck 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