Are you a specialist, a freelancer or maybe you’re simply searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hi 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 extremely easy and fast tool to permit people who are interested in my business 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’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. And we wish to go to calendar connections since actually 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 add one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it likewise enables Calendly.
And what I mean by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other conferences 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 just wan na motivate you to submit an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your company or maybe it’s your full name. But 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 people directly so that they can arrive at 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 just wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals 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 design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 truly our primary page here on the home screen where you can add and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for individually meeting.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really easy here. I can identify, oop, Fulfilling 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 an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the option that you select, you may have some additional choices awaiting you. For example, 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 telephone number. I require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the visit. If someone is thinking about reserving 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 reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have multiple occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting too.
And lastly, we can pick a different color. This is extremely handy if you have several events, I’m gon na select red in this case so it stands out from the other occasions that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of