Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to enable people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you’ve signed up with Calendly. And among the first 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 add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it also permits Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add 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 simply wan na encourage you to publish 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 picture here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click on the my link.
Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters play. But now let’s move on to the occasions themselves and how can you establish several events so that it’s as easy 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 house screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several guests meet you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. But for the most part, most of people are using Calendly for individually meeting.
Let’s state develop for individually. 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. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the choice that you select, you may have some extra options waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the appointment. If somebody 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 only after they have actually scheduled the time will this number be revealed. 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 conserve that choice here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore specifically. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have available. And after that just below the description, we have our occasion 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 primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they know what they’re getting.
And lastly, we can select a various color. This is really useful if you have several events, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of