Are you an expert, a freelancer or possibly you’re just trying to find more leads and allowing individuals to easily and professionally 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 everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very simple and quick tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you have actually registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because actually whatever 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 add one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it likewise allows Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to add those appointments to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established correctly. Just choose add calendar account here and you can validate 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 upload an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more 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 truly our primary page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for individually conference.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is give it an occasion 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 just gon na call this one, Fulfilling with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you choose, you might have some additional choices waiting on you. For example, 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 note their phone number. I need to understand who I’m calling or I can select this option, my guest should call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. So if someone is considering booking 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 just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na ignore especially if you have numerous occasions that you’re gon na be using to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or perhaps 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. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting too.
And lastly, we can select a various color. This is really helpful if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of