Are you an expert, a freelancer or possibly you’re simply looking for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since 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 ensure that you add one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also allows Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 submit an image. If this is conferences or consultations 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 beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service or maybe it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that individuals can choose 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. Now let’s move on to the events themselves and how can you set up one or more occasions 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 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 events. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for one-on-one meeting.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some additional options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have numerous occasions that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe 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 again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they know what they’re getting as well.
Now as soon as 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