Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hi everybody, 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 fast and very easy tool to allow people who are interested in my service and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account when you have actually joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. 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 just allows Calendly to book those visits directly to your calendar but it also enables Calendly.
And what I mean by this, is things beyond simply Calendly consultations however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people 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 happen. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 really our primary page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting 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. In most cases, the majority of individuals are using Calendly for one-on-one meeting.
So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you might have some additional choices awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If somebody 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 just after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na ignore particularly if you have multiple occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe 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 again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, meeting 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 too.
And last but not least, we can choose a various color. This is very helpful if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of