Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and very easy tool to enable people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account once you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for disputes more than just the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you want to add here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. 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 showing users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple 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 actually our main page here on the house screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either develop an individually conference or a group conference. Now a group meeting lets several guests consult with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, the majority of people are utilizing Calendly for one-on-one conference.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, really basic here. So I can identify, oop, Consulting with 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 a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the option that you pick, you might have some additional options waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. If someone is considering booking 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 have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na ignore specifically. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or possibly 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 particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we struck 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