Are you a specialist, a freelancer or possibly you’re simply searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to enable 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 kicked off by going into our menu, into our account when 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. And we want to go to calendar connections since really everything 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 visits directly to your calendar however it likewise enables Calendly.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your really 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 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 encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your service or perhaps 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 connect from your website or your social networks 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, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show 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 have actually got two occasions currently that individuals can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s carry 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 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 add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for individually meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can tell our users upfront, is this a face to face 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 listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the alternative that you select, you may have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick 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 display this number up until they have actually scheduled the visit. 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 away, it’s only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their telephone number. I’m gon na state update, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na neglect particularly if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I simply copy and paste this link, they know what they’re getting also.
Now as soon as 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