Are you a specialist, a freelancer or possibly you’re just searching for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to allow individuals who have an interest in my organization and in my work to book time with me. So 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 when you have actually signed up with Calendly. And among the top 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 truly 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 just permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.
And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 publish an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. But 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 directly 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 just wan na show you where some of those changes happen. I’m gon na click my link here just to reveal you where this shows up. So 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 presently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters 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 simple 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 really our main page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group meeting lets several guests meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for one-on-one meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, really easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a personally 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 noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the option that you choose, you may have some extra options awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if someone is thinking about scheduling 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 revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their contact number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have multiple events that you’re gon na be using to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our occasion 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 again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting also.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of