Are you a consultant, a freelancer or perhaps you’re just searching for more leads and allowing 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 everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and really simple tool to allow people who are interested in my company 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 when you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it also permits Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have actually picked up here and you can also define which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can authenticate 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 simply wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you also 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 finally, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your service or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick 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 into play. Now let’s move on to the events themselves and how can you set up 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 house screen where you can add and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a 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 choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several guests meet you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of people are using Calendly for individually conference.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific 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 call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. If somebody is considering scheduling 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 scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na ignore specifically if you have multiple events that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly a few of the other events that I have offered. And then just listed below the description, we have our event link. Now we already 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. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, meeting 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 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