Are you a specialist, a freelancer or maybe you’re just searching for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to enable individuals who have an interest in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually picked up here and you can also define which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate with any calendar service including 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 simply wan na encourage you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile picture here together with your name and perhaps a welcome message simply when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to include your company 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 think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click 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 have actually got two events presently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as easy 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 truly our primary page here on the home screen where you can add and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This might be fantastic for a teacher 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 one-on-one conference.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the option that you choose, you may have some additional options waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I require to understand who I’m calling or I can pick this alternative, 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 until they have booked the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually 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. Down below we can include a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to perhaps some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting as well.
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