Are you a consultant, a freelancer or possibly you’re just looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and extremely simple tool to allow individuals 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. 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. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.
And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely 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 upload an image.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your business or possibly it’s your complete name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes take place. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential 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 really our primary page here on the house screen where you can include and edit existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets several invitees meet 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 most cases, the majority of people are utilizing Calendly for one-on-one meeting.
Let’s state develop 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 just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include 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 particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, 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 choice that you select, you might have some additional choices waiting for 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 phone number. I require to know who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact 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 state, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have several occasions that you’re gon na be offering to your users. I’m simply 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 available. And after that simply below the description, we have our event link. Now we currently 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, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting also.
And last but not least, we can pick a various color. This is very useful if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of