Are you a specialist, a freelancer or possibly you’re just trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there 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 quick 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 started. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because actually everything 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 sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it likewise allows Calendly.
And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other conferences 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 correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image.
Now this is most likely more important 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 site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 really our main page here on the house screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for one-on-one meeting.
So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the alternative that you choose, you might have some extra choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their telephone number. I require to understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have multiple occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting.
And lastly, we can choose a various color. This is really useful if you have multiple events, I’m gon na pick red in this case so it stands apart from the other events that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of