Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to permit people who have an interest in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you have actually registered with 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 actually whatever 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 include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it likewise allows Calendly.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check 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 specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply choose add calendar account here and you can verify 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 motivate you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service or maybe it’s your full 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 straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters into 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 potential leads or for your customers 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 really our primary page here on the house screen where you can add and modify existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices 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 may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for individually conference.
So let’s state create for individually. 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference 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 choose phone call in this case. And in many cases, depending on the choice that you select, you might have some additional choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the visit. If someone is considering 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 have actually 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 them to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na overlook especially if you have multiple events that you’re gon na be providing to your users. 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 distinguish what this event is about compared to perhaps some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting.
Now once 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