Are you a specialist, a freelancer or perhaps you’re just searching for more leads and enabling 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 use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to allow people who have an interest in my business 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 among 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 everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also allows Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply select include calendar account here and you can verify with any calendar service consisting of 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 publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and possibly a welcome message simply when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to include here. And finally, we can click on the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or maybe it’s your complete name. Remember, 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 media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move 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 clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for individually meeting.
Let’s say develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting 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 phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you choose, you might have some additional options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the visit. If somebody is thinking about 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 just after they’ve scheduled 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 to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore specifically if you have numerous occasions that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just 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 occasion. By opening this app, you’re gon na see a lot of