Are you a consultant, a freelancer or perhaps you’re just looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use 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 fast and very easy tool to enable individuals who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it likewise enables Calendly.
And what I imply by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or perhaps 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 simply copy and paste this and give it to individuals directly 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 house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s proceed to the events themselves and how can you establish one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. 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 edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for individually conference.
So let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, 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 option that you pick, you may have some additional alternatives waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their contact number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. 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 have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or maybe your full 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 once again, you wan na try make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they know what they’re getting also.
And last but not least, we can pick a various color. This is really valuable if you have multiple events, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of