Are you a consultant, a freelancer or possibly you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to permit people who have an interest in my company and in my work to book time with me. So 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 as soon as you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since 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 make sure that you add several calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also permits Calendly.
And what I indicate by this, is things beyond just Calendly appointments but 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 correctly. 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 motivate you to publish an image.
Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your business or perhaps 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 site or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that individuals can pick 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. And now let’s proceed to the occasions themselves and how can you establish several events so that it’s as easy for your prospective leads or for your clients 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 home screen where you can include and edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets several guests meet you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, the majority of individuals are utilizing Calendly for individually 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 remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, 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 option that you select, you might have some extra options awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number until 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 only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple events 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 ignore particularly. So I’m just gon na say, 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 possibly a few of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they know what they’re getting also.
And lastly, we can pick a various color. This is very valuable if you have multiple occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve already developed. 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 event, in this menu screen called. So by opening this app, you’re gon na see a lot of