Are you an expert, a freelancer or maybe you’re simply trying to find more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really easy and quick tool to allow individuals who have an interest in my company and in my work to book time with me. So 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’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since actually everything 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 sure that you include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it likewise permits Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, 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 individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the events themselves and how can you establish one or more events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually conference.
So let’s state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the option that you pick, you might have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone 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 offering to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case 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 identify but likewise if I simply paste this link and copy, they know 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