Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a really easy and fast tool to enable individuals who are interested in my service and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since truly 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 sure that you include several calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it likewise enables Calendly.
to examine other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use several calendars to look for conflicts more than simply the one that you have picked up here and you can also define which calendar to add 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 select include calendar account here and you can validate 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 simply wan na motivate you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile photo here together with your name and possibly a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And finally, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people 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 house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design comes 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 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 truly our primary page here on the house screen where you can include and modify existing occasions. I’ve 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 brand-new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually meeting.
Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the alternative that you select, you may have some extra alternatives waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually reserved 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na neglect specifically if you have multiple events that you’re gon na be using to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps a few of the other events that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page but 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. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of