Are you a consultant, a freelancer or possibly you’re simply looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to allow people who have an interest in my business and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of 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 since really whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just 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 nice profile picture here along with your name and maybe a welcome message just when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect 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 land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. And now let’s proceed to the events themselves and how can you set up several events so that it’s as simple for your prospective 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 main page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets several guests meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually conference.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer 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. I’m just gon na call this one, Fulfilling with Scott, really easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you choose, you might 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 individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference 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 events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business 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 different URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.
Now once 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