Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a quick and really simple tool to allow individuals who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you’ve signed up 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 due to the fact that really everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it also permits Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are occurring perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm 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 just wan na motivate you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message just when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your business or possibly it’s your complete name. However remember, 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 directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click 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 have actually got two events currently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy 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 actually our primary page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for individually meeting.
So let’s say produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the option that you choose, you may have some additional alternatives waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their contact number. I need to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have several occasions that you’re gon na be using to your users. 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 distinguish what this occasion has to do with compared to perhaps some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting too.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of