Are you a specialist, a freelancer or maybe you’re just searching for more leads and permitting individuals to easily 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 Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and fast tool to permit individuals who are interested in my service and in my work to book time with me. So I wan na reveal 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 one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. 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 permits Calendly to book those consultations directly to your calendar but it also permits Calendly.
to examine other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are taking place possibly in your individual 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 numerous calendars to check for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose 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 encourage you to submit an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also 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 finally, we can click on the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your company or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house 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. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for individually conference.
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 just your reference. 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, actually simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include a place 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you select, you may have some additional choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this option, my invitee should call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have 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 just after they have actually reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save 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 just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to possibly some of the other events that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your service 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. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting.
Now as soon as 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