Are you a consultant, a freelancer or possibly you’re just trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really simple and quick tool to enable people who are interested in my company 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 began by entering 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. And we wish 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 ensure that you add several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it likewise allows Calendly.
to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to add those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm 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 motivate you to publish an image. 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 land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your service or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the events themselves and how can you set up several events 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 really our main page here on the house screen where you can include and edit existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This might be terrific 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 utilizing Calendly for individually conference.
So let’s say develop for individually. On this screen, the first thing that we require to do is give it an occasion 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, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add an area 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 conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the option that you choose, you might have some extra alternatives waiting on you. Do I wan na choose 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 select this choice, my guest needs to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they have actually booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be offering to your users. 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 differentiate what this occasion is about compared to possibly some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps 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 once again, you wan na try make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they know what they’re getting.
And last but not least, we can select a different color. This is very valuable if you have numerous events, I’m gon na choose red in this case just so it stands out from the other events that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of