Are you an expert, a freelancer or possibly you’re just searching for more leads and permitting people to quickly 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 take pleasure in less stress. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to enable people who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly whatever 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 include one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar however it also enables Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for conflicts more than just the one that you have picked up here and you can also specify which calendar to include those appointments to. This is definitely gon na be your very 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 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 just wan na encourage you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick 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 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 organization or possibly it’s your complete 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 simply copy and paste this and give it to people 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 just wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo comes into play. And now let’s proceed 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 really our primary page here on the house screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an individually conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for one-on-one conference.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a location 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you choose, you may have some extra options awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve reserved 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 provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have numerous occasions that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to perhaps some of the other events that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting as well.
Now once we hit 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