Are you a specialist, a freelancer or maybe you’re simply searching for more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and really easy tool to permit individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account when you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very 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 straight to your calendar but it likewise enables Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just select include 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 just wan na motivate you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. But keep in mind, 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 individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. 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 two events presently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as easy for your potential 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 main page here on the home screen where you can include and modify existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, the majority of individuals are using Calendly for individually conference.
Let’s say create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person 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 telephone call in this case. And in most cases, depending on the alternative that you select, you may have some extra choices awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their telephone number. I require to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be offering to your users. So I’m simply 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 is about compared to possibly a few of the other events that I have available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt 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 recognize however also if I simply copy and paste this link, they understand what they’re getting too.
Now when 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