Are you an expert, a freelancer or possibly you’re just looking for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to enable people who are interested in my organization and in my work to book time with me. So 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’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that really 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 certain that you add one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar however it also allows Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to look for disputes more than simply the one that you have actually selected up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just select include calendar account here and you can validate 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 simply wan na motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to include here. And lastly, we can click on the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your business or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to people directly 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 go back to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters 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 easy 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 truly our main page here on the home screen where you can include and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be great 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 state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply 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, Satisfying with Scott, really simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the choice that you select, you may have some additional choices waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the visit. 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 now, it’s only after they have actually booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly a few of the other events that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your complete 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 attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting as well.
And finally, we can select a different color. This is very useful if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other occasions that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of