Are you an expert, a freelancer or maybe you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to allow people who have an interest in my business and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account as soon as you’ve joined 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 everything 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 several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
And what I mean by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other conferences 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 properly. 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 motivate you to upload an image.
Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here just to reveal you where this shows up. 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 two events currently that people can choose from and when they click on one of those occasions, 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 simple for your prospective 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 main page here on the house screen where you can include and edit existing events. I have actually got two events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually meeting.
Let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the choice that you pick, you may 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 person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number up until 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 scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na ignore particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting as well.
And finally, we can select a different color. This is extremely practical if you have several events, I’m gon na select red in this case so it stands out from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of