Are you an expert, a freelancer or maybe you’re just trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and fast tool to enable people who are interested in my organization and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things began by going into our menu, into our account once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also permits Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify 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 just wan na motivate you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile image here in addition to your name and perhaps a welcome message just when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want to include here. And last but not least, we can click on the my link.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. 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 occasions currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and create a brand-new occasion 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 two options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult 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 bulk of people are utilizing Calendly for one-on-one meeting.
So let’s say create for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting 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 pick phone call in this case. And oftentimes, depending on the choice that you pick, you might have some additional options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. 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’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook especially if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page but 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. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they know what they’re getting also.
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