Are you a consultant, a freelancer or maybe you’re simply searching for more leads and enabling individuals to quickly 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’ve used Calendly for a while now. It is a very simple and quick tool to permit individuals 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 begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since really whatever 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 ensure that you include several calendar accounts. This not just permits Calendly to book those visits directly to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are taking place maybe 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 disputes. You can utilize several calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate 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 just wan na encourage you to publish an image. If this is conferences or visits that people 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 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 the my link.
Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your full name. However remember, 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 simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as simple 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 actually our primary page here on the home screen where you can add and modify existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce a brand-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 two options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for individually meeting.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you select, you may have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have numerous events that you’re gon na be providing to your users. 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 some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they know what they’re getting also.
And finally, we can choose a various color. This is extremely valuable if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of