Are you an expert, a freelancer or maybe you’re just searching 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 require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to enable people who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once 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. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So 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 directly to your calendar however it likewise enables Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have chosen up here and you can likewise define which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can confirm with any calendar service consisting of 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 just wan na encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or maybe it’s your complete name. 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 directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this appears. 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 presently that individuals 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 design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 actually our main page here on the house screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop 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 have actually got two choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually meeting.
So let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, 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, Meeting with Scott, actually simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the choice that you choose, you may have some extra alternatives waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have reserved the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have multiple occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.
Now when we struck 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