Are you a consultant, a freelancer or maybe you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a very simple and quick tool to permit people who are interested in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account when you have actually registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you believe. Most of the times, 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 showing users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design 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 potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an individually conference or a group conference. Now a group conference lets numerous invitees 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. However most of the times, the majority of individuals are utilizing 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 provide it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you pick, you may have some additional alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked 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 just after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na neglect particularly. So 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 occasion is about compared to perhaps a few of the other events that I have offered. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your complete 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 particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we struck 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