Are you a specialist, a freelancer or maybe you’re just searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and extremely simple tool to allow individuals who are interested in my company 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 kicked off by going into our menu, into our account when 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. And we want to go to calendar connections because truly whatever 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 permits Calendly to book those visits straight to your calendar but it likewise allows Calendly.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply 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 just wan na motivate you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And last but not least, 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 complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people directly 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 home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s proceed to the events themselves and how can you establish several events 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 actually our main page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets several invitees consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually meeting.
Let’s say produce for individually. On this screen, the first thing that we require to do is provide 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 simply gon na call this one, Meeting Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly 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 choice that you choose, you may have some extra options awaiting you. 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 note their phone number. I require to understand who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. So if someone is thinking about booking 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 have actually reserved 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 state upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na overlook specifically if you have numerous occasions that you’re gon na be using 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 separate what this event is about compared to maybe some of the other occasions that I have available. 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 business 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 again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting as well.
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