Are you a specialist, a freelancer or possibly you’re just looking for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and extremely easy tool to permit people who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And among 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 since really everything 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 permits Calendly to book those visits directly to your calendar however it likewise enables Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to look for disputes more than simply the one that you have picked up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up properly. Just choose add calendar account here and you can confirm with any calendar service consisting of 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 submit an image. If this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your business 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 website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land 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 a few of those changes take place. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple 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 add and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple guests meet you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for one-on-one meeting.
Let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you choose, you may have some extra choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. If somebody is thinking about 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’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na overlook specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to perhaps a few of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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. So in this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting.
Now when 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