Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to allow individuals who have an interest in my company 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 when you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar however it likewise enables Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can authenticate 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 encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and possibly 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 business logo or some other image that you want to add here. And lastly, we can click the my link.
Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. However 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 simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as simple for your prospective 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 primary page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing 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’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests meet 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. In many cases, the bulk of people are utilizing Calendly for individually conference.
So let’s state produce for one-on-one. 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 referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly simple here. So I can identify, oop, Meeting 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 an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the choice that you pick, you may have some additional choices awaiting you. 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 require to understand who I’m calling or I can pick this choice, my guest should call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service 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 separate URL. So in this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply 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