Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and really simple 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 started. So we’re gon na get things started by entering into our menu, into our account when you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually whatever 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 certain that you add several calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it likewise allows Calendly.
And what I imply by this, is things beyond just Calendly visits but things that are occurring maybe in your personal life or other meetings 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 motivate you to upload an image.
Now this is most likely more crucial than you think. Most of the times, you’re gon na wan na put the name of your organization or maybe 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 simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s move on to the occasions themselves and how can you establish several occasions 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 really our primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for one-on-one conference.
So let’s say develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Consulting 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 conference, a call or is it gon na be a particular conferencing conference 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 telephone call in this case. And in a lot of cases, depending upon the alternative that you choose, you might have some extra choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. If someone is thinking about reserving 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 booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be offering to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe a few of the other events that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service 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. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they know what they’re getting.
And lastly, we can pick a various color. This is very useful if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of