Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to permit people who have an interest in my business 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 kicked off by going into our menu, into our account when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because 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 ensure that you include several calendar accounts. This not only permits Calendly to book those appointments straight to your calendar but it likewise enables Calendly.
And what I suggest by this, is things beyond simply Calendly consultations however things that are happening perhaps in your individual life or other meetings 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your service or perhaps it’s your full 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 simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. 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 presently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s carry 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 clients to come in here and book time with you. So let’s return 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’ve got 2 events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several guests meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, most of individuals are using Calendly for individually meeting.
Let’s say create for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the alternative that you pick, you may have some additional choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person 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 guest must call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to show this number until they have reserved the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na state update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe a few of the other events that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or perhaps 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. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.
Now once we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of