Are you an expert, a freelancer or maybe you’re just searching for 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 need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a fast and really simple tool to allow people who have an interest in my service and in my work to book time with me. So 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 once you’ve 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 everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar but it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can confirm 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. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here together with your name and possibly a welcome message just when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add 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 business or maybe 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 connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals 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 design comes into play. And now let’s proceed to the events themselves and how can you set up several events so that it’s as easy for your prospective 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 primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of individuals are using Calendly for one-on-one meeting.
So let’s state create for one-on-one. 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. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really basic here. I can identify, 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 telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the alternative that you choose, you may have some additional choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee should call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the visit. If somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore specifically. I’m simply gon na say, 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 offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they know what they’re getting.
And finally, we can choose a different color. This is really practical if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently developed. 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 occasion. By opening this app, you’re gon na see a lot of