Are you a specialist, a freelancer or possibly you’re just trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a extremely easy and quick tool to enable people who have an interest in my business and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you’ve joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very 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 enables Calendly.
And what I suggest by this, is things beyond just Calendly appointments however things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company 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 link from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land 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 some of those modifications occur. I’m gon na click my link here just to reveal you where this shows up. 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 events presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 actually our main page here on the home screen where you can add and modify existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got two options here, we can either create an individually conference or a group meeting. Now a group conference lets numerous invitees consult 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 bulk of individuals are utilizing Calendly for one-on-one conference.
Let’s say 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 simply 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, Meeting with Scott, truly simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting 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 call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra options waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need 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 option, my invitee should call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe a few of the other events that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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 try make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they understand what they’re getting also.
And last but not least, we can select a various color. This is very useful if you have several events, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve already created. 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 occasion. So by opening this app, you’re gon na see a lot of