Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a fast and really easy tool to allow individuals who are interested in my business 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 started by going into our menu, into our account when you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we desire 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 only allows Calendly to book those consultations straight to your calendar however it also permits Calendly.
And what I indicate by this, is things beyond simply Calendly consultations but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 motivate you to upload an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes happen. I’m gon na click on 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 currently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you set up several events so that it’s as easy 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 truly our main page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets multiple 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. In the majority of cases, the majority of individuals are using Calendly for one-on-one conference.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. 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 telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional alternatives waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their telephone number. I require to know who I’m calling or I can select this option, my invitee should call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number until they have reserved the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they have actually 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a conference 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 offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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 separate URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they understand what they’re getting also.
And lastly, we can choose a different color. This is very valuable if you have several events, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of