Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and very easy tool to allow people who are interested in my organization and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we desire 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 permits Calendly to book those visits directly to your calendar however it also allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have picked up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established correctly. Just choose add calendar account here and you can confirm with any calendar service consisting of 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 just wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and perhaps a welcome message just when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you want to add here. And finally, we can click the my link.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your organization 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 connect from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events presently that individuals can pick from and when they click one of those events, 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 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 really our main page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s say develop 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 individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the choice that you select, you may have some additional options awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person 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 ought to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually scheduled the visit. If somebody is thinking about 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 booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have offered. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company 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 different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they know what they’re getting also.
Now once we struck 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