Are you a specialist, a freelancer or perhaps you’re just searching for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to permit people who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever 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 certain that you add one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar however it likewise permits Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are taking place possibly 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 utilize several calendars to look for disputes more than just the one that you have picked up here and you can also specify which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Just choose add calendar account here and you can confirm 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 just wan na motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and perhaps 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 business logo design or some other image that you want to add here. And finally, we can click on the my link.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, 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 just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as 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 modifications occur. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can pick 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 comes into 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 potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group conference. Now a group conference lets several invitees meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, most of people are using Calendly for one-on-one meeting.
Let’s say create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can tell 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 perhaps something custom, something that’s not even noted 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 choose, you might have some additional alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the visit. If someone is thinking about 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’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect especially. I’m simply gon na say, 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 possibly some of the other events that I have readily available. And after that just below the description, we have our occasion 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 but 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. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.
Now as soon as 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