Are you an expert, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to enable people who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. We’re gon na get things kicked off 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. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 appointments directly to your calendar but it likewise enables Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those appointments to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections established properly. Simply select include calendar account here and you can validate 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 submit an image. So 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 in addition to your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you wish to include here. And lastly, we can click the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But keep in mind, 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive 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 simply wan na show you where a few of those modifications take place. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into 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 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 actually our primary page here on the home screen where you can add and edit existing occasions. I have actually got two events that I’m utilizing at the moment however 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 new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for individually meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer 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. So I’m just gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting 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 choose telephone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional alternatives awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can include a description which is something you do not wan na neglect especially if you have numerous events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company 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 again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting too.
Now once we struck 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