Are you a consultant, a freelancer or maybe you’re just searching for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to enable people who are interested in my business and in my work to book time with me. So 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 as soon as you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really whatever 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 include several calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also allows Calendly.
And what I indicate by this, is things beyond simply Calendly appointments but things that are happening maybe in your individual 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 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 publish an image.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your service or possibly 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 website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once 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 changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals 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 enters into play. But now let’s carry on to the events themselves and how can you establish several events so that it’s as simple for your potential 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 actually our primary page here on the house screen where you can include and modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for one-on-one conference.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your referral. 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, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the choice that you pick, you might have some extra options waiting on you. Do I wan na pick 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 know who I’m calling or I can pick this alternative, 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 display this number till they have reserved the visit. If somebody is considering scheduling 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 only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting.
Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of