Are you an expert, a freelancer or possibly you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hey there everyone, 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 very easy and fast tool to enable individuals who have an interest in my business 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 began by going into our menu, into our account when you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly 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 just allows Calendly to book those consultations straight to your calendar but it also enables Calendly.
to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add 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 just wan na motivate you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your business or possibly 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 site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here just 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’ve got 2 occasions presently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters 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 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 main page here on the home screen where you can include and edit existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for one-on-one meeting.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the choice that you select, you might have some extra options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na state update, that’s gon na save that alternative here. If you have several occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page but 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. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they know what they’re getting also.
Now as soon as 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