Are you an expert, a freelancer or possibly 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 show you everything you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very easy tool to allow people who have an interest in my service 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 began by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 only enables Calendly to book those consultations straight to your calendar but it likewise allows Calendly.
And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal 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 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 believe. In most cases, you’re gon na wan na put the name of your business or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here simply to show you where this appears. 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 currently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up one or more events 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 actually our main page here on the home screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for individually conference.
Let’s state produce 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 simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the alternative that you choose, you may have some additional choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na overlook especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to maybe some of the other events that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they understand what they’re getting.
And lastly, we can select a various color. This is really handy if you have numerous events, I’m gon na pick red in this case so it stands apart from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of