Are you a specialist, a freelancer or maybe you’re just searching for more leads and enabling people to quickly and professionally 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely simple tool to allow individuals who are interested in my service and in my work to book time with me. So 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 one of 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 because 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 enables Calendly to book those visits directly to your calendar however it also allows Calendly.
And what I mean by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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. In most cases, you’re gon na wan na put the name of your organization 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 link from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here just to show 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 two events presently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s move on to the occasions themselves and how can you establish several events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for one-on-one conference.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, 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 choice that you select, you might have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my guest must call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na overlook particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting also.
And last but not least, we can select a different color. This is really useful if you have multiple occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of