Are you a specialist, a freelancer or maybe you’re just looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to allow individuals who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account when you’ve joined 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 really everything 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 make sure that you include several calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it likewise permits Calendly.
And what I suggest by this, is things beyond simply Calendly consultations however things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 publish an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your company or possibly 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 website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at 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 changes happen. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people 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 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 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 house screen where you can add and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This may be excellent for a teacher 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 one-on-one conference.
Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person meeting, 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 in a lot of cases, depending upon the choice that you select, you might have some extra choices awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I need to know who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number till they have reserved the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually 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 choice here. Down listed below we can add a description which is something you don’t wan na ignore especially if you have numerous occasions that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your primary 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 specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they understand what they’re getting.
Now when 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