Are you an expert, a freelancer or maybe you’re just 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 show you everything 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 stress. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to permit individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account as soon as you’ve joined Calendly. And one of 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 due to the fact that 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 just permits Calendly to book those appointments directly to your calendar however it also allows Calendly.
And what I mean by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 just wan na encourage you to publish an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your company or perhaps 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 site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just 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. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters 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. Let’s go back to our menu within our account screen here. And this is actually 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 using at the moment but let’s go and develop a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform 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 perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the choice that you pick, 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 scheduling that time to list their contact number. I need to understand who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the visit. 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 exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na neglect particularly if you have several events that you’re gon na be offering to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your full 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 perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of