Are you an expert, a freelancer or possibly you’re just searching for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to permit people who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because really everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just permits Calendly to book those appointments straight to your calendar however it also allows Calendly.
And what I mean by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other conferences 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 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 crucial than you believe. In most cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. However remember, 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 just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click 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 and that welcome message. I have actually got 2 occasions currently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the occasions themselves and how can you set up several occasions 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 truly our main page here on the home screen where you can include and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for individually conference.
So let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly easy here. I can determine, 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 face to face conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the choice that you pick, you might have some additional options waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their contact number. I require to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have booked the visit. If someone is thinking about booking 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 only after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, 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 several 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 ignore specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular 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 understand what they’re getting too.
And finally, we can pick a different color. This is very practical if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already developed. 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. By opening this app, you’re gon na see a lot of