Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello 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 very easy and quick tool to permit individuals who are interested in my service 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 began by entering into our menu, into our account when you’ve registered with Calendly. And one of 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 actually everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar but it also enables Calendly.
And what I mean by this, is things beyond simply Calendly appointments but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 motivate you to publish an image.
Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your full name. Keep in mind, 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here simply to reveal you where this appears. 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 occasions currently that people can select from and when they click 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 easy for your prospective 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 truly our primary page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
So let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the alternative that you pick, you might have some additional alternatives waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I require to know who I’m calling or I can select this choice, my guest 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 show this number until they have booked the visit. So if someone is thinking about scheduling 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 only after they’ve reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their telephone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na ignore specifically if you have several occasions that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have readily 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 different URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they know what they’re getting.
Now as soon as we struck 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