Are you a specialist, a freelancer or maybe you’re simply looking for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to enable individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account once you’ve registered with Calendly. And one of 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 actually everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar but it also permits Calendly.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are happening maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to look for disputes more than simply the one that you have picked up here and you can likewise define which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Simply choose include calendar account here and you can validate with any calendar service including 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 just wan na motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want to include here. And last but not least, we can click on 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 maybe it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can pick 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 into play. Now let’s move on to the occasions themselves and how can you set up several events so that it’s as simple for your potential 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 home screen where you can add and edit existing occasions. 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 pick that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for one-on-one meeting.
So let’s say create 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 reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the option that you pick, you might have some extra alternatives awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their telephone number. I require to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the visit. If somebody is thinking about reserving 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 just 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 phone number. I’m gon na state update, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na ignore particularly if you have multiple events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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 separate URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.
And finally, we can select a various color. This is really useful if you have several events, I’m gon na select red in this case so it stands out from the other occasions that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of