Are you a consultant, a freelancer or perhaps you’re just searching for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na show 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 top places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise 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 also specify which calendar to include those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add 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 submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile picture here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, we can click the my link.
Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your full name. But keep in mind, 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 just 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 have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you establish several occasions so that it’s as simple 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 actually our primary page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide 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 on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the choice that you pick, you might have some extra alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have multiple occasions that you’re gon na be using to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps 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 once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting too.
And lastly, we can select a different color. This is extremely helpful if you have multiple occasions, I’m gon na pick red in this case just so it stands out from the other events that I have actually already created. Now once 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 event. By opening this app, you’re gon na see a lot of