Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to enable people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account once you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. 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 permits Calendly to book those appointments directly to your calendar however it also enables Calendly.
to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose 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 just wan na motivate you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile photo here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you want to include here. And last but not least, we can click on the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your service or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s move on to the occasions themselves and how can you establish several events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, most of people are utilizing Calendly for individually meeting.
Let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the alternative that you choose, you might have some extra options waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I need to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the consultation. If somebody is considering booking 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 only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect 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 is about compared to perhaps a few of the other events that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or possibly your full 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 once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they know what they’re getting.
And last but not least, we can choose a different color. This is extremely handy if you have several occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve 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 occasion. So by opening this app, you’re gon na see a great deal of