Are you an expert, a freelancer or maybe you’re just looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a extremely simple and fast tool to allow people who are interested in my service and in my work to book time with me. 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 when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. 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 permits Calendly to book those visits straight to your calendar but it also permits Calendly.
And what I imply by this, is things beyond just Calendly visits however things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your company or maybe it’s your complete name. But remember, 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 networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design comes 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 simple 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 truly our main page here on the home screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually meeting or a group meeting. Now a group conference lets several guests meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one conference.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a place 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 using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you pick, you may have some extra options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. If somebody 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’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na overlook specifically if you have numerous occasions that you’re gon na be offering to your users. I’m simply gon na say, 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 maybe some of the other events that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary 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 particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they know what they’re getting.
And last but not least, we can choose a various color. This is really valuable if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of