Are you an expert, a freelancer or perhaps you’re just searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a quick and really easy tool to allow 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 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 top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually whatever 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 just permits Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual 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 disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 just wan na motivate you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your complete name. But remember, 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 just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here just to show 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 two occasions presently that people can select from and when they click one of 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 actually our primary page here on the house screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for one-on-one meeting.
So let’s state develop for individually. On this screen, the first thing that we need to do is give it an occasion 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. So I’m simply gon na call this one, Consulting with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the choice that you choose, you might have some extra choices waiting for you. For example, do I wan na pick 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 need to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include 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 reserved the visit. If somebody 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 just after they’ve 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 provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other events that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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 different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they know what they’re getting.
Now as soon as 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