Are you an expert, a freelancer or maybe you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to enable people who have an interest in my service and in my work to book time with me. 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 among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly whatever is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those visits straight to your calendar but it likewise enables Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 just wan na encourage you to submit an image. If this is conferences or visits 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 simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or possibly 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 site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple 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 main page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, the majority of individuals are using Calendly for one-on-one conference.
Let’s state produce for one-on-one. 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 just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the choice that you select, you might have some additional choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is considering scheduling 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’ve reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na neglect especially if you have numerous events that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or perhaps 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. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a various color. This is very useful if you have multiple occasions, I’m gon na pick red in this case just so it stands out from the other events that I have actually already created. Now once we hit 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 great deal of