Are you a specialist, a freelancer or perhaps 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 everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and really simple tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we want 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 just allows Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly visits but things that are occurring possibly 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 encourage you to publish 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 link from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s move on to the occasions themselves and how can you establish several events 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 return to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and modify existing occasions. I’ve got two 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 new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for one-on-one conference.
So let’s say create for individually. 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 referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second step is to add a location 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the option that you select, you might have some extra options awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their telephone number. I require to know who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. If somebody is considering scheduling 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 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 ask to supply their telephone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your full name to get them to your primary Calendly page however 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. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they understand what they’re getting.
Now when we struck 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