Are you an expert, a freelancer or possibly you’re just trying to find more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a extremely easy and quick tool to enable people who are interested in my service and in my work to book time with me. I wan na reveal 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’ve registered with Calendly. And one of the top 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 enables Calendly to book those visits directly to your calendar but it likewise permits Calendly.
And what I imply by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is absolutely 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 encourage you to submit an image.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals 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 home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to reveal 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 have actually got two occasions currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s carry on to the events themselves and how can you establish several events so that it’s as simple for your prospective 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 home screen where you can add and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that 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 conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for individually meeting.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you may have some additional alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the appointment. So if someone is thinking about reserving 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’ve reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na overlook especially if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event 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 perhaps your full name to get them to your main Calendly page but 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 possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting as well.
And finally, we can select a various color. This is really valuable if you have numerous events, I’m gon na pick red in this case just so it stands out from the other events that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of