Are you a consultant, a freelancer or maybe you’re simply searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to permit people who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you have actually joined Calendly. And among the top 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 make sure that you add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it likewise allows Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can use several calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to include those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include 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 just wan na encourage you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click on the my link.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your service or perhaps it’s your full name. However remember, 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 simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s proceed to the events themselves and how can you establish 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. Let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for individually conference.
Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the alternative that you select, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the consultation. So if somebody is considering booking 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 scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore especially. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to possibly a few of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they understand what they’re getting.
And lastly, we can pick a various color. This is extremely useful if you have multiple events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of