Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to allow people who have an interest in my service and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once 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. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 permits Calendly to book those visits straight to your calendar but it also allows Calendly.
And what I imply by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your personal 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 correctly. 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 submit an image.
Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your company or possibly it’s your full 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 simple for your potential leads or for your customers 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 add and modify existing events. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an individually meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for one-on-one meeting.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person 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-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. If someone is considering 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 have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na state 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 providing to your users. I’m simply 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 occasions that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page however 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 possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they understand what they’re getting as well.
Now once 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