Are you an expert, a freelancer or maybe you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a really easy and fast tool to allow people who are interested in my service 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 going into our menu, into our account when you’ve registered with Calendly. And among the top 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 certain that you add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar but it also permits Calendly.
And what I mean by this, is things beyond simply Calendly visits but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is certainly 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 just wan na motivate you to upload an image.
Now this is probably more crucial than you believe. Most of the times, you’re gon na wan na put the name of your service or perhaps it’s your full 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing 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 offer it an occasion name. Now keep in mind, this is more than simply your referral. 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, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some additional choices waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this option, my guest must call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na neglect especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to possibly some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting as well.
And finally, we can pick a different color. This is really valuable if you have several occasions, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of