Are you an expert, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to permit individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by going into our menu, into our account when you have actually 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 actually whatever is based around your relationship with Calendly and your calendar, and we desire 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 only permits Calendly to book those appointments straight to your calendar however it also enables Calendly.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for disputes 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 certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm 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 motivate you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect 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 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 reveal you where some of those changes take place. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions 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. So 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 edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually conference.
So let’s state create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference 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 pick call in this case. And oftentimes, depending on the choice that you pick, 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 individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have scheduled the visit. If somebody is considering reserving 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’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na neglect especially if you have several occasions that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to perhaps a few of the other events that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.
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