Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to allow individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. 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 first places that you’re gon na wan na go is up here to your account. Because really 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 include one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar but it likewise enables Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are happening perhaps in your individual life or other conferences 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 just the one that you have actually selected up here and you can also define which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can validate 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 simply wan na encourage you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise 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 add your business logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your service or perhaps 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 people directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that individuals 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 play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 include and edit existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests meet 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. However in most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s state produce for individually. 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 individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you choose, you might have some extra alternatives waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their contact number. I need to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually booked the visit. So if someone is thinking about scheduling 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 have actually scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na save that alternative 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 state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they know 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