Are you a specialist, a freelancer or possibly you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to allow people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. 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. Because actually whatever 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 only enables Calendly to book those consultations directly to your calendar however it likewise allows Calendly.
And what I mean by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 encourage you to submit an image.
Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your business or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly 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 go back to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click my link here just to reveal 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 2 events presently that individuals can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. But 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 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 home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for one-on-one meeting.
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 remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, really simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you select, you might have some extra options waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. 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 booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your full 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 once again, you wan na try make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they understand what they’re getting.
And finally, we can select a different color. This is very practical if you have several events, I’m gon na pick red in this case just so it stands out from the other events that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of