Are you a consultant, a freelancer or maybe you’re simply trying to find 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 require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a very easy and fast tool to enable individuals who have an interest in my company and in my work to book time with me. 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 among the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also enables Calendly.
And what I indicate by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely 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 just wan na encourage you to submit an image.
Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when 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 changes happen. 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 and that welcome message. I have actually got 2 occasions currently that people 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 design enters into play. Today let’s proceed to the events themselves and how can you set up one or more events 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 main page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of individuals are using Calendly for one-on-one meeting.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you select, you may have some extra 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 person who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have reserved the visit. If somebody is considering 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 booked 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 supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na ignore specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to perhaps a few of the other events that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting.
And finally, we can pick a various color. This is extremely useful if you have numerous events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of