Are you an expert, a freelancer or possibly you’re just trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and really easy tool to enable people who have an interest in my service and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account when you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly 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 just enables Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
And what I mean by this, is things beyond just Calendly appointments however things that are happening perhaps in your individual life or other conferences 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 simply wan na motivate you to submit an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full 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 individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications occur. I’m gon na click on my link here simply to show you where this shows up. 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 events 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 comes into play. Now let’s move 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 primary page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one conference.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you choose, you may have some extra alternatives waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their contact number. I require to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. So if somebody 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 booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently 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 again, you wan na try make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting also.
And finally, we can choose a different color. This is really useful if you have several occasions, I’m gon na select 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 event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of