Are you a specialist, a freelancer or possibly you’re simply searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to allow people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also allows Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize numerous calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can verify 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 motivate you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your service or perhaps 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click on 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 have actually got two events currently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters play. Today let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 truly our main page here on the house screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of people are utilizing Calendly for individually meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is give 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. I’m simply gon na call this one, Satisfying with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the alternative that you select, you may have some additional alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone 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 include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So if somebody is considering reserving 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 just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na save that option here. If you have multiple events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have 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 organization name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting.
And lastly, we can pick a different color. This is extremely handy if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other events that I have actually currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of