Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a really easy and fast tool to permit people who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account as soon as you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really everything 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 add one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it also allows Calendly.
And what I indicate by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other meetings 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 just wan na motivate you to upload an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your service or possibly 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 site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click on my link here just to show you where this appears. 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 2 occasions presently 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 design enters play. And now let’s proceed to the occasions themselves and how can you establish several occasions so that it’s as easy 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 main page here on the home screen where you can include and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for one-on-one meeting.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just 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, Fulfilling with Scott, truly simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the option that you pick, you may have some additional options waiting on you. For example, 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 note their telephone number. I require to understand who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can add 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 scheduled the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually scheduled 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 ask to supply their telephone number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na ignore particularly if you have several 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, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand what they’re getting also.
And lastly, we can choose a various color. This is very handy if you have several events, I’m gon na select red in this case so it stands apart from the other events that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of