Are you a specialist, a freelancer or possibly you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to permit individuals who have an interest in my business 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 kicked off by entering into our menu, into our account as soon as you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since 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 include one or more calendar accounts. This not only permits Calendly to book those visits straight to your calendar but it likewise allows Calendly.
And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 upload an image.
Now this is most likely more important than you think. 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 link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click among those events, they are likewise 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 events 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 actually our main page here on the home 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 select that new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for individually conference.
Let’s state create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you choose, you may have some extra options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this option, my guest must call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So if someone is thinking about 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’ve reserved 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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na overlook particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they understand what they’re getting also.
And last but not least, we can pick a different color. This is extremely practical 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 currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of