Are you an expert, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to permit individuals who have an interest in my business 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 when you have actually 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 whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it also enables Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can verify 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 just wan na motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, 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 add here. And lastly, we can click the my link.
Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. 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 just 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 house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters 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 simple 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 main page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for individually meeting.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just 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 with Scott, truly simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you choose, you might have some extra alternatives awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be using 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 differentiate what this occasion is about compared to perhaps a few of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting.
Now once 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