Are you a consultant, a freelancer or possibly you’re just searching 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 whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in 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 company and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with 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 since truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.
And what I indicate by this, is things beyond just Calendly appointments 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 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 important than you think. You’re gon na wan na put the name of your company or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people straight 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 return to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here just to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can select 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 one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s return 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 occasions. I have actually got two events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually conference.
Let’s say produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the choice that you choose, you might have some extra options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved 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 offer their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have numerous occasions that you’re gon na be offering to your users. So 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 event is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try 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 but likewise if I simply copy and paste this link, they understand what they’re getting as well.
And finally, we can pick a different color. This is really useful if you have several events, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently produced. 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 people book this occasion. By opening this app, you’re gon na see a lot of