Are you a specialist, a freelancer or maybe you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit people who are interested in my company and in my work to book time with me. So 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 have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only allows Calendly to book those visits straight to your calendar however it also enables Calendly.
to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm with any calendar service consisting of 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 advise that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want to add here. And last but not least, we can click the my link.
Now this is probably more vital than you think. 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 networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click on my link here simply to reveal 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 2 occasions currently that individuals can choose 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 set up one or more events 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 go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for one-on-one meeting.
Let’s state produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply 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, Fulfilling with Scott, truly basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, 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 on the choice that you choose, 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 list 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 include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If someone 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 only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na ignore specifically. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company 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 different URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they know what they’re getting.
Now as soon as 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