Are you an expert, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to easily 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 Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a extremely simple and fast tool to permit individuals who are interested in my company and in my work to book time with me. 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 first places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it likewise allows Calendly.
And what I suggest by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is absolutely 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 simply wan na encourage you to upload an image.
Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your service or possibly 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 networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes take place. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events presently 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 design enters into play. Today let’s carry on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually meeting.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra alternatives awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. If somebody is considering 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 just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore especially. So I’m just 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 maybe some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting also.
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