Are you a consultant, 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 need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a quick and really easy tool to allow people who are interested in my organization and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account once you’ve joined 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. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it also enables Calendly.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use several calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just choose include calendar account here and you can authenticate with any calendar service including 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 just wan na encourage you to submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile image here together with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company 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 most likely more crucial than you believe. You’re gon na wan na put the name of your company or perhaps it’s your complete 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, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here simply to show 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’ve got two occasions currently that people can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as simple 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 actually our primary page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an individually conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually meeting.
So let’s say create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. 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 with Scott, truly easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you select, you may have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. If somebody is thinking about booking 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 only after they’ve booked the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na ignore specifically. 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 occasion is about compared to maybe some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting also.
Now as soon as we struck 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