Are you a specialist, a freelancer or possibly you’re just trying to find more leads and enabling 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 know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and really easy tool to permit people who have an interest in my organization 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 going into our menu, into our account as soon as you’ve joined 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 since really whatever 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 consultations directly to your calendar but it also allows Calendly.
And what I mean by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
Now this is probably more crucial than you think. 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 website 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, as soon as you have actually 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 appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters play. Today let’s proceed to the events themselves and how can you set up several occasions so that it’s as easy for your potential 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 really our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for one-on-one meeting.
Let’s say produce for individually. On this screen, the first thing that we require to do is provide 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 simply gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the choice that you choose, you might have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. So if somebody is considering 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’ve scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na state update, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be providing to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company 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. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting.
And lastly, we can select a different color. This is very handy if you have numerous events, I’m gon na pick red in this case just so it stands out from the other events that I’ve already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of