Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to permit people 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 started. So we’re gon na get things began by entering into our menu, into our account when you have actually joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever 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 make certain that you add one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your very 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 simply wan na motivate you to submit an image.
Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, 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 simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that people can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s carry on to the events themselves and how can you establish one or more events so that it’s as simple for your potential 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 main page here on the home screen where you can include and edit existing events. I’ve got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for one-on-one meeting.
Let’s state develop for individually. 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 reference. 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, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally meeting, 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 select call in this case. And in many cases, depending upon the option that you pick, you may have some extra choices awaiting you. Do I wan na choose 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 know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. If somebody is thinking about 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 just after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na say upgrade, that’s gon na save that option here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore especially. I’m simply gon na state, 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 perhaps some of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe 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 try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can select a different color. This is very valuable if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of