Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need 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 have actually utilized Calendly for a while now. It is a extremely easy and fast tool to enable people who are interested 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 started by entering into our menu, into our account as soon as you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it also permits Calendly.
And what I mean by this, is things beyond simply Calendly appointments however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 encourage you to submit 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. 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 site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two 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 enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 truly our primary page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet with 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 many cases, most of individuals are using Calendly for one-on-one conference.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the option that you select, you may have some extra options waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their contact number. I require to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the appointment. If someone is considering 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. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na ignore specifically. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or perhaps your complete name to get them to your main 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. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they know what they’re getting too.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of