Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting people to easily and professionally 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 enjoy less tension. And I’ve used Calendly for a while now. It is a very simple and fast tool to enable individuals who have an interest in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account when you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since really whatever 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 add several calendar accounts. This not only permits Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual 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 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 upload an image.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your company 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 networks accounts or you can just copy and paste this and give it to people straight so that they can arrive 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 simply wan na show you where some of those changes occur. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. But now let’s proceed 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 really our primary page here on the house screen where you can include and edit existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you choose, you might have some extra choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have booked the consultation. 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 just after they’ve reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m simply gon na state, 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 maybe some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name 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 different URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And lastly, we can pick a different color. This is really valuable if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of