Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and extremely easy tool to enable individuals who have an interest in my business 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 when 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. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very 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 appointments directly to your calendar however it likewise permits Calendly.
And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 encourage you to upload an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be showing 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 individuals directly 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 home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as simple for your potential 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 actually our primary page here on the house screen where you can include and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for individually meeting.
Let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people 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 therein. Our second step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the choice that you choose, you might have some additional options waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their contact number. I require to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na neglect particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to maybe a few of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they understand what they’re getting too.
Now when 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