Are you an expert, a freelancer or maybe you’re just searching for more leads and permitting people to easily 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 Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to enable individuals 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. So we’re gon na get things began by going into our menu, into our account as soon as you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 permits Calendly to book those consultations directly to your calendar but it also permits Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for disputes more than just the one that you have picked up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate with any calendar service including 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 just wan na motivate you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include 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 organization 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 people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this appears. So this is the preliminary 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 individuals can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. Today let’s carry on to the events themselves and how can you set up several occasions so that it’s as easy for your prospective leads or for your clients 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 primary page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an individually conference or a group meeting. Now a group conference lets several guests meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually conference.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the alternative that you pick, you may have some extra options waiting for you. For instance, 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 list their telephone number. I need to understand who I’m calling or I can choose this option, my guest must call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to maybe a few of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting also.
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