Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and really simple tool to enable people who are interested in my company and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly everything 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 allows Calendly to book those appointments straight to your calendar however it also allows Calendly.
And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to upload an image.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or perhaps 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 link from your site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here just to reveal 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’ve got 2 events currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s carry on to the occasions themselves and how can you establish several events so that it’s as easy 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 house screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually conference.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you select, you might have some extra options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the visit. If someone is thinking about scheduling 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 only after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na ignore especially if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.
And finally, we can select a different color. This is really practical if you have several occasions, I’m gon na select red in this case so it stands out from the other events that I’ve already produced. Now once we struck 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