Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to permit people who are interested in my company and in my work to book time with me. I wan na show you how to get things begun. 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 one of the top 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 everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
And what I suggest by this, is things beyond simply Calendly consultations however things that are taking place maybe in your personal life or other conferences 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 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 encourage you to upload an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your full name. But keep in mind, 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 simply copy and paste this and give it to people straight 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 just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can pick from and when they click on 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 occasions themselves and how can you set up one or more 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 main page here on the home screen where you can add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either produce an individually conference or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. But in many cases, most of individuals are using Calendly for one-on-one meeting.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra choices awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this alternative, my guest should call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If someone is thinking about scheduling 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 scheduled the time will this number be exposed. 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 update, that’s gon na save that option here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting as well.
And last but not least, we can choose a various color. This is very useful if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of