Are you an expert, a freelancer or possibly you’re just searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to permit individuals who have an interest 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 top places that you’re gon na wan na go is up here to your account. Because really 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 certain that you include one or more calendar accounts. This not just permits Calendly to book those visits straight to your calendar but it likewise allows Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for disputes more than just the one that you have actually picked up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up 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 simply wan na encourage you to submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile picture here in addition to your name and possibly a welcome message just when they arrive on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish to add here. And last but not least, 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 possibly it’s your full name. Remember, 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 just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click 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 currently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 events. I have actually got two events 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 up a new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for individually conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add an area 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 possibly 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 option that you pick, you may have some extra alternatives awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have numerous events that you’re gon na be offering to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name 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 separate URL. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.
And finally, we can pick a different color. This is extremely helpful if you have several occasions, I’m gon na pick red in this case so it stands out from the other occasions that I’ve 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. By opening this app, you’re gon na see a lot of