Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everybody, 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 quick and really simple tool to permit people who have an interest in my organization and in my work to book time with me. I wan na reveal 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 one of the first places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it also enables Calendly.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can likewise specify which calendar to add those visits to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can verify 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. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and possibly a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you want to add here. And lastly, we can click on the my link.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your full name. 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 simply copy and paste this and give it to individuals directly so that they can land on 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 some of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. But 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. 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 occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of people are utilizing Calendly for one-on-one meeting.
So let’s state produce 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 referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you pick, you may have some extra alternatives awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their contact number. I require to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na overlook especially if you have numerous events that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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 different URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting too.
Now as soon as 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