Are you a consultant, a freelancer or perhaps you’re simply looking for 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 understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and extremely easy tool to permit individuals who are interested 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 once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly 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 one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar however it also allows Calendly.
And what I mean by this, is things beyond just Calendly visits however things that are happening perhaps in your individual 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 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 motivate you to upload an image.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. But remember, this is the URL that you are gon na be showing 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 straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. 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 two events presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s carry on to the events themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your customers 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 truly our primary page here on the home screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an individually conference or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, most of people are using Calendly for individually conference.
Let’s say produce for individually. On this screen, the first thing that we require to do is offer 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 on your Calendly page. I’m just gon na call this one, Meeting with Scott, really easy here. I can recognize, oop, Satisfying 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 a personally conference, a call or is it gon na be a specific conferencing conference 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 choose phone call in this case. And oftentimes, depending on the choice that you pick, you may have some additional alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na say update, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be using to your users. So I’m simply 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 available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So 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 simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting too.
And last but not least, we can pick a different color. This is very helpful if you have several events, I’m gon na choose red in this case so it sticks out from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of