Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing 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 Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a fast and really simple tool to permit individuals who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account once you’ve joined 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 due to the fact that actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it also allows Calendly.
And what I mean by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is definitely 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 publish an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your service 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 connect from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes take place. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 actually our primary page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees consult with 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. But in many cases, most of individuals are utilizing Calendly for one-on-one conference.
So let’s say 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 people are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly easy here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a location 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you pick, you may have some additional choices awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my preferred 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 visit. 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 just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using 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 state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service 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 separate URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they know what they’re getting as well.
And finally, we can select a various color. This is very practical if you have multiple events, I’m gon na choose red in this case so it stands out from the other events that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of