Are you an expert, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything 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 stress. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to permit people who are interested in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want 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 directly to your calendar but it also enables Calendly.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are occurring 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 conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to include those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include 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 just wan na motivate you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise 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 action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your company or perhaps it’s your full 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 website or your social networks 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, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design 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 simple for your prospective leads or for your clients 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 home screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, most of people are using Calendly for one-on-one meeting.
Let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe 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 on the alternative that you select, you might have some extra options waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their telephone number. I need to know who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only 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 provide their phone number. I’m gon na state update, that’s gon na save that choice here. If you have multiple occasions 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 overlook especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to perhaps some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they know what they’re getting also.
And finally, we can choose a various color. This is really handy if you have several events, I’m gon na select red in this case just so it stands out from the other occasions that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of