Are you a specialist, a freelancer or possibly you’re just searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and really easy tool to enable people who have an interest in my service 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 once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar however it also enables Calendly.
to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm with any calendar service including 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 motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly 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 reveal you where a few of those modifications take place. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers 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 primary page here on the house screen where you can add and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We’ve got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of individuals are utilizing Calendly for individually meeting.
So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your reference. 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, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as using 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 a lot of cases, depending upon the alternative that you pick, you may have some additional choices awaiting you. For example, 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 list their contact number. I need to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number until they have reserved the appointment. If somebody is thinking about 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 just after they’ve scheduled the time will this number be exposed. 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 upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting.
And finally, we can choose a different color. This is very useful if you have numerous events, I’m gon na choose red in this case just so it stands out from the other events that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of