Are you a consultant, a freelancer or perhaps you’re just looking for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to permit individuals who have an interest in my company and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account when you have actually registered 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 really 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 just permits Calendly to book those visits directly to your calendar but it also enables Calendly.
And what I indicate by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal 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 most likely more crucial than you think. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing 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 at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters into 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 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 really our main page here on the home screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the alternative that you select, you may have some additional alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I need to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na ignore especially if you have several events that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have offered. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or maybe your full name to get them to your primary 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 particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.
And last but not least, we can select a various color. This is really helpful if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of