Are you a consultant, a freelancer or maybe you’re simply searching for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a quick and very easy tool to enable individuals who are interested in my company and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we want 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 permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is certainly 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 motivate you to upload an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your company or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just 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 initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. 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 two occasions that I’m utilizing at the moment however let’s go and develop 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 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for individually meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add an area 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you pick, you might have some extra choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to display this number until they have booked the appointment. If someone 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 only 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 provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook particularly. I’m simply gon na state, 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 maybe some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your full name to get them to your main 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 particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of