Are you a specialist, a freelancer or possibly you’re simply looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to permit people who are interested in my business 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 began by going into our menu, into our account when 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. Due to the fact that actually everything 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 include one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar but it also allows Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to check for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply select add calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 motivate you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to include here. And lastly, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. But remember, this is the URL that you are gon na be showing 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 individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here just to show you where this shows up. This is the preliminary 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 choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing events. I’ve got two events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the bulk of people are using 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 provide it an event name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some extra choices awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. If someone is considering 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 booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several occasions 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 just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps a few of the other events that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they know what they’re getting also.
Now when 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