Are you a consultant, a freelancer or perhaps you’re just 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 show you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to permit people who have an interest in my organization 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 kicked off by going into our menu, into our account once 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. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it likewise enables Calendly.
And what I mean by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other meetings 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 simply wan na encourage you to upload an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your service 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 connect from your website or your social media accounts or you can just 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 return to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the events themselves and how can you establish several events 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 truly our main page here on the house screen where you can include and edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for one-on-one conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the alternative that you pick, you might have some extra choices waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their contact number. I need to know who I’m calling or I can select this alternative, my guest should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually 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 to offer their telephone number. I’m gon na say update, that’s gon na save that alternative here. If you have numerous events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook specifically. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to maybe some of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly 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 once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they understand what they’re getting also.
And finally, we can choose a various color. This is very helpful if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other occasions 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 event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of