Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and really easy tool to allow individuals 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 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 one of the top places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar however it also allows Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can use several calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Simply select add calendar account here and you can verify 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 simply wan na motivate you to upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include 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 probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your business or maybe 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 website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals 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 among those events, they are likewise gon na see my branding here. This is where the logo 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 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 primary page here on the house 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 develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for individually meeting.
Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your referral. 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 recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the choice that you select, you may have some additional choices waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their telephone number. I need to understand who I’m calling or I can select this option, my invitee should call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook specifically. I’m just gon na say, 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 possibly some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they know what they’re getting.
And lastly, we can choose a various color. This is really handy if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of