Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a very easy and fast tool to permit individuals who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since actually 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 sure that you add several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it also enables Calendly.
And what I mean by this, is things beyond just Calendly consultations however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 just wan na motivate you to publish an image.
Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your full name. But 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 just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here just to reveal 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’ve got 2 occasions presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as easy for your prospective leads or for your customers 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 add and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up 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 excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one conference.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the option that you pick, you may have some additional alternatives awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the visit. If somebody is considering 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 have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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. 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 simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting also.
And lastly, we can select a various color. This is really helpful if you have multiple events, I’m gon na pick red in this case so it stands apart from the other events that I’ve already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of