Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing people to easily 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a really easy and quick tool to enable individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have selected up here and you can also define which calendar to add 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. Simply choose include calendar account here and you can verify with any calendar service consisting of 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 upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and possibly a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, 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 media 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 return to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this appears. This is the initial 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 choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers 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 home screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an individually conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, most of individuals are using Calendly for individually meeting.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you select, you might have some additional options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. So if somebody is thinking about reserving 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 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 save that alternative here. Down below we can include a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting.
And finally, we can select a various color. This is really handy if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of