Are you an expert, a freelancer or perhaps you’re simply trying to find 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 whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and really easy tool to allow people who are interested in my organization 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 started by going into our menu, into our account once you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The 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 consultations directly to your calendar however it also allows Calendly.
to examine other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Just select include calendar account here and you can authenticate 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 just wan na encourage you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. Keep in mind, 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 networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 truly our main page here on the house screen where you can add and edit existing events. I’ve got 2 events that I’m using 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 two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for one-on-one conference.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. 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, Meeting Scott, truly basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the alternative that you select, you may have some additional options awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this choice, my invitee must call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. If someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na ignore specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other events that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting.
Now when we hit 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