Are you a specialist, a freelancer or perhaps you’re just looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a fast and very simple tool to allow people who have an interest in my service 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 kicked off by going into our menu, into our account once you’ve joined 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 due to the fact that really 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 include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise allows Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have chosen up here and you can also specify which calendar to add 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 add calendar account here and you can validate 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 submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your great profile image here together with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. Most of the times, you’re gon na wan na put the name of your organization or perhaps 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 connect from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal 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. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes 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 easy for your potential leads or for your clients 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 house screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an individually conference or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However for the most part, most of people are using Calendly for individually meeting.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a 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 phone call in this case. And in many cases, depending upon the alternative that you select, you might have some extra alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. If someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na conserve that choice here. If you have several events that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na ignore specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available. And after that simply 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 however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they know what they’re getting as well.
Now as soon as we struck 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