Are you an expert, a freelancer or perhaps you’re just looking for more leads and allowing people 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 use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to enable individuals who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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 want to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
And what I suggest by this, is things beyond simply Calendly visits however things that are occurring perhaps in your individual life or other meetings 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 simply wan na motivate you to submit an image.
Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your organization 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 connect 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 land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s proceed to the events themselves and how can you establish several events so that it’s as simple 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 really our primary page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for individually conference.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you pick, you might have some extra alternatives waiting for you. Do I wan na choose if I will call my guest 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 choice, my invitee should call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. If someone 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 have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting as well.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of