Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to permit people who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account as soon as 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. And we wish to go to calendar connections since 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 add one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it also allows Calendly.
And what I indicate by this, is things beyond simply Calendly visits but things that are occurring maybe in your individual life or other meetings 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 properly. 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 think. You’re gon na wan na put the name of your organization or maybe it’s your full 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 website 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’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to show you where this shows up. This is the preliminary 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 select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as easy 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 truly our main page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one meeting.
Let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the option that you select, you may have some extra alternatives waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. If somebody is thinking about 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 reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe 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 perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they understand what they’re getting too.
And finally, we can select a various color. This is very useful if you have multiple occasions, I’m gon na pick red in this case so it stands apart from the other events that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of