Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a extremely easy and fast tool to allow individuals who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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 want to go to calendar connections since actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments straight to your calendar but it also enables Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to check for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or maybe 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 straight so that they can arrive at 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 changes occur. I’m gon na click on my link here just to reveal 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 have actually got two occasions presently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Today let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets several 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 many cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the choice that you pick, you may have some additional options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na neglect particularly if you have numerous events that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting also.
And last but not least, we can choose a various color. This is extremely practical if you have multiple events, I’m gon na select red in this case just so it stands out from the other events that I have actually already produced. Now once 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 event. So by opening this app, you’re gon na see a lot of