Are you an expert, a freelancer or possibly you’re simply searching for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to enable people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account when you’ve joined 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. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
And what I indicate by this, is things beyond just Calendly appointments but things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is definitely 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 publish 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 full name. However 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click on my link here simply to show you where this shows up. 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 on one of those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you establish several events so that it’s as simple 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 really our primary page here on the home screen where you can include and modify existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one conference.
So let’s state produce for individually. 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 recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a location 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 utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the alternative that you choose, you might have some additional choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if somebody is thinking about scheduling 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 have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have multiple events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps some of the other events that I have readily available. And after that simply 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 full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they understand what they’re getting as well.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of