Are you an expert, a freelancer or perhaps you’re just trying to find more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and extremely easy tool to allow 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. 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. Due to the fact that actually everything 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 consultations straight to your calendar however it also enables Calendly.
to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening perhaps 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 disputes. You can use numerous calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can verify 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 simply wan na encourage you to upload an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and maybe a welcome message just 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 want to include here. And last but not least, we can click on the my link.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your service 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 link from your site or your social networks 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, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this shows up. 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 occasions currently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your customers 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 actually our primary page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of people are using Calendly for individually meeting.
Let’s say produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the alternative that you choose, you might have some extra alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve booked 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have numerous events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your complete 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 once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but 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 occasion. By opening this app, you’re gon na see a lot of