Are you an expert, a freelancer or perhaps you’re just 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 everything you need to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to permit people who are interested in my company and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account when you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly everything 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 add several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your very 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 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 simply wan na motivate you to upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is most likely more important than you believe. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your full 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 land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to show 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 events presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo comes into play. Today let’s carry on to the events themselves and how can you set up several events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing events. I have actually got two events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one conference.
Let’s state produce for individually. 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. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their contact number. I need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number 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 right now, it’s just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore especially. So I’m simply gon na state, this is a meeting 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 events that I have readily available. And after that simply listed below the description, we have our event link. Now we already 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 attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting.
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