Are you a consultant, a freelancer or possibly you’re just trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to permit individuals who are interested in my company and in my work to book time with me. So 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 as soon as 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. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 straight to your calendar but it also allows Calendly.
And what I imply by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is absolutely 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 just wan na motivate you to upload an image.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However 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 simply copy and paste this and give it to people straight so that they can arrive at 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 take place. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, most of individuals are using Calendly for individually meeting.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer 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 with Scott, actually basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some additional alternatives awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I need to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na ignore particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting.
Now when 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