Are you a specialist, a freelancer or possibly 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 use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a fast and very easy tool to enable people who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you have actually registered with Calendly. And among 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 because actually everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar but it likewise permits Calendly.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are taking place perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just select include calendar account here and you can validate 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 simply wan na encourage you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile picture here in addition to your name and perhaps a welcome message just when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And lastly, we can click the my link.
Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your complete name. However 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 people directly so that they can land on 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 show you where some of those modifications occur. I’m gon na click on my link here simply to show 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 2 occasions currently that individuals can pick 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 play. And now let’s carry on to the occasions themselves and how can you set up several occasions 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 really our primary page here on the house screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be fantastic 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 using Calendly for individually meeting.
So let’s state develop for one-on-one. 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 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 easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the option that you select, you may have some extra options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So 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 immediately, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na overlook particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na say, satisfying 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 extremely useful if you have several events, I’m gon na select red in this case so it sticks out from the other events that I have actually already created. Now when 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. So by opening this app, you’re gon na see a lot of