Are you a specialist, a freelancer or maybe you’re just trying to find more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and very easy tool to enable individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account once 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 due to the fact that actually everything 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 include one or more calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to include those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify 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 encourage you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here together with your name and possibly a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. But 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 on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes occur. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. And now let’s carry on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, most of individuals are using Calendly for individually conference.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area 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, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the choice that you pick, you might have some additional options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. If somebody is considering booking 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 scheduled 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 provide their contact number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore specifically. I’m simply 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 possibly some of the other events that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service 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 separate URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know 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