Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal 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’ve used Calendly for a while now. It is a quick and extremely easy tool to permit individuals who have an interest in my business and in my work to book time with me. 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 once you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really everything 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 visits directly to your calendar however it also allows Calendly.
And what I imply by this, is things beyond just Calendly visits but things that are taking place perhaps in your personal life or other conferences 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 correctly. 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 encourage you to upload an image.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can simply 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 house screen. I just wan na show you where a few of those modifications occur. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events 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 design comes into play. Now let’s move on to the events themselves and how can you set up 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. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one conference.
So let’s say produce for individually. On this screen, the first thing that we require to do is offer it an event 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. So I’m just gon na call this one, Consulting with Scott, actually easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the alternative that you pick, you might have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone 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 include my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone is thinking about reserving 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 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 offer their phone number. I’m gon na say update, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na neglect specifically if you have numerous events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps a few 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 name or your business name or perhaps your complete name to get them to your primary 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 particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of