Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a fast and extremely simple tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it also enables Calendly.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use several calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm with any calendar service including 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 simply wan na motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And finally, we can click on the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or possibly 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once 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 modifications occur. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and develop 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 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you select, you may have some extra options waiting on you. Do I wan na choose 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 select this choice, my invitee must call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So if somebody 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 just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be using to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your full name to get them to your primary 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. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting.
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