Are you an expert, a freelancer or maybe you’re simply looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and very easy tool to allow individuals who are interested in my service 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 once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because 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 sure that you add one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it also allows Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are taking place possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have selected up here and you can also define which calendar to include those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 motivate you to submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click the my link.
Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your organization or possibly 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 simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show 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’ve got two occasions presently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 truly our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for one-on-one conference.
So let’s state develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending on the option that you select, you might have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest ought to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe a few of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe 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 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 simple for me to recognize however also if I just paste this link and copy, they understand what they’re getting also.
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