Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to easily and expertly 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 take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and fast tool to enable individuals who are interested in my service 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 kicked off by entering into our menu, into our account once you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually everything 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 directly to your calendar however it likewise allows Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are taking place maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous 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 appointments to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Just choose add calendar account here and you can validate 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 publish an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, 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 include here. And finally, we can click on the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your company or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to show 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 have actually got 2 events currently that individuals can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. And now let’s carry on to the events themselves and how can you establish 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 actually our main page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets several invitees meet with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are using Calendly for individually conference.
So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the option that you pick, you may have some additional alternatives waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the appointment. 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 reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event 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 occasion 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 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. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they know what they’re getting.
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