Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to enable people who are interested in my company 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 once you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also permits Calendly.
And what I mean by this, is things beyond just Calendly visits but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 publish an image.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your business or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click 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’ve got 2 occasions presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s move on to the events themselves and how can you establish several events so that it’s as simple for your potential 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 truly our main page here on the house screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for one-on-one meeting.
So let’s state develop for one-on-one. 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 recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the alternative that you choose, you might have some additional alternatives waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this choice, my invitee 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 display this number until they have actually scheduled the consultation. If someone is thinking about scheduling 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 scheduled 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 supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe some of the other events that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company 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 once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they understand what they’re getting also.
Now as soon as we hit 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