Are you a specialist, a freelancer or possibly you’re simply looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to permit individuals 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 started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 just enables Calendly to book those appointments straight to your calendar however it also allows Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply choose add calendar account here and you can validate with any calendar service including 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 simply wan na motivate you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message just when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your company or maybe it’s your full name. But remember, 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 people straight so that they can arrive at your Calendly page. All right, once you’ve 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 happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design 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 easy 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 truly our main page here on the house screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got two choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets several invitees meet you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of individuals are using Calendly for one-on-one meeting.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, truly basic here. So I can recognize, oop, Consulting 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 possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the option that you pick, you may have some additional alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked 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 only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their contact number. I’m gon na say update, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe a few of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I just 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 event. By opening this app, you’re gon na see a lot of