Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely simple and fast tool to enable people who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account when you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because actually 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 ensure that you include one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar however it also enables Calendly.
And what I mean by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 upload an image.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your organization or maybe 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 people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can choose from and when they click among those events, they are likewise 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 occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home 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 develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for individually conference.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra choices 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 individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the visit. So if somebody is thinking about booking 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 have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be using to your users. 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 occasion is about compared to perhaps some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they know what they’re getting also.
Now as soon as 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