Are you a consultant, a freelancer or maybe you’re just trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to permit individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as 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. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also allows Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple 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 include those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply select 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 simply wan na motivate you to submit an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your good profile image here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple for your prospective 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 actually our primary page here on the house screen where you can add and edit existing events. I have actually got two events that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for individually conference.
So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the choice that you select, you may have some extra alternatives awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the consultation. If somebody is thinking about 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 have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’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 below we can add a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be offering to your users. So 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 occasion is about compared to possibly some of the other events that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting too.
Now when 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