Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and enabling people 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 use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a extremely easy and fast tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by going into our menu, into our account when you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really whatever is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those appointments straight to your calendar however it likewise permits Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include 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 encourage you to upload an image. So if this is conferences 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 possibly a welcome message just when they arrive on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And finally, we can click on the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your company or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site 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 reveal you where some of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can choose 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 play. Now let’s carry on to the occasions themselves and how can you set up several 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 really our main page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees consult 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. In many cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is give 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, Fulfilling with Scott, truly simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending on the option that you select, you might have some additional alternatives waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest should 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 show this number till they have actually booked the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe your complete 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 again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting also.
Now as soon as 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