Are you a specialist, a freelancer or possibly you’re just searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there everyone, 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 quick and very simple tool to enable individuals who are interested in my service and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar however it likewise allows Calendly.
And what I indicate by this, is things beyond just Calendly consultations however things that are happening 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 stay 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 probably more important than you believe. You’re gon na wan na put the name of your service or maybe 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 simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few 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’ve got 2 events currently that people can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you establish one or more occasions so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for one-on-one meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending upon the alternative that you pick, you might have some additional alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked 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 have actually reserved 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 say upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be offering to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to perhaps some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And finally, we can choose a various color. This is very helpful if you have multiple events, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of