Are you an expert, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everybody, 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 simple tool to allow individuals who are interested in my organization 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 began by going into our menu, into our account once you have actually registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because really everything is based around your relationship with Calendly and your calendar, and we desire 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 visits straight to your calendar however it likewise enables Calendly.
to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to add those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just 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 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 individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or maybe 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 connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here simply to reveal 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 have actually got 2 occasions presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo 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 prospective 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 actually our main page here on the house screen where you can add and edit existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one meeting.
Let’s say create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the option that you choose, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this option, my invitee should call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. 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 right away, it’s only after they have actually booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have numerous occasions that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your main Calendly page but 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, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting.
And finally, we can select a different color. This is very handy if you have numerous events, I’m gon na pick red in this case just so it stands out from the other events that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of