Are you a consultant, a freelancer or maybe you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy 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 started. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that really everything 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 add one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also permits Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can use multiple calendars to look for disputes more than just the one that you have actually chosen up here and you can also specify which calendar to include those appointments to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up properly. Just choose add 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. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a fast 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 most likely more crucial than you think. For the most part, 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 simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can choose from and when they click among those occasions, they are likewise 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 occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So 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 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, the majority of people are utilizing Calendly for individually meeting.
Let’s say create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference 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 choice that you select, you might have some additional options waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the appointment. If someone is considering 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 have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook specifically. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they know what they’re getting.
Now when we struck 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