Are you a specialist, a freelancer or possibly you’re simply looking 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 understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. 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. Because really 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 sure that you add several calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to include those visits to. So this is certainly 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 validate 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 conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message just when they land on your start page. Next step, you also 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 finally, we can click on the my link.
Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your full name. But 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 networks accounts or you can just copy and paste this and give it to people directly 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 just wan na show you where some of those modifications happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events currently that people can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as simple 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 main page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s say produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your reference. This is what people 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 identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you pick, you might have some extra choices waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their contact number. I need to know who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. If someone is thinking about 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’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na overlook particularly if you have numerous events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps some of the other events that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your full 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 try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting also.
Now once 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