Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing people to quickly and expertly 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 utilized Calendly for a while now. It is a quick and very 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 show 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 truly whatever 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 permits Calendly to book those consultations straight to your calendar but it likewise allows Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media 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 have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple 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 home screen where you can add and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one conference.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you choose, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually booked the visit. So if somebody is thinking about reserving 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 only after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have numerous events that you’re gon na be providing to your users. I’m just gon na say, this is a meeting 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 readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they know what they’re getting too.
Now once 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