Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily and professionally 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 enjoy less tension. And I’ve used Calendly for a while now. It is a fast and very simple tool to enable individuals who are interested in my company and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that really 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 include one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also enables Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify with any calendar service including 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. 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 along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click the my link.
Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your business or possibly 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 link 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’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to show you where this shows up. This is the initial 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 choose from and when they click among those events, they are also gon na see my branding here. This is where the logo 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 primary page here on the house screen where you can include and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.
So let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you pick, you may have some additional options waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I need to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. If someone is considering 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 just after they’ve scheduled 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to possibly a few of the other occasions that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly 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 attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just copy and paste this link, they know what they’re getting too.
Now when we hit 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