Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a extremely easy and quick tool to permit people who have an interest in my business and in my work to book time with me. 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 when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because actually 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 certain that you add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also allows Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can authenticate 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 encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and perhaps a welcome message simply when they arrive at your beginning page. Next step, 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 add here. And last but not least, 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 organization or maybe it’s your full name. But remember, this is the URL that you are gon na be showing 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 individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients 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 primary page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your referral. 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, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my guest should call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have reserved 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 now, it’s just after they’ve reserved 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 upgrade, that’s gon na save that choice here. If you have several events 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 overlook specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your full name to get them to your main Calendly page however 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 particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.
Now once we hit 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