Are you a specialist, a freelancer or possibly you’re just trying to find 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 whatever you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to allow people who have an interest in my organization and in my work to book time with me. 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 top places that you’re gon na wan na go is up here to your account. Since actually everything 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 only allows Calendly to book those consultations straight to your calendar but it also allows Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than simply the one that you have actually picked up here and you can also define which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can verify 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 motivate you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your beginning 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 wish to add here. And finally, we can click on the my link.
Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your business or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight 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 home screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Today let’s carry on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an individually conference or a group conference. Now a group conference lets numerous invitees meet you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for individually conference.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you choose, you may have some additional alternatives awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my guest should call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. If somebody is considering reserving 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 reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. So I’m simply gon na state, 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 after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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 attempt make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.
And finally, we can choose a different color. This is very practical if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of