Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a extremely easy and fast tool to enable individuals 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 begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very 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 but it also allows Calendly.
to examine other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have actually selected up here and you can likewise define which calendar to include those appointments to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, 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 vital than you think. You’re gon na wan na put the name of your company or possibly it’s your complete 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 site or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here just to show 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’ve got 2 events presently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more events 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 truly our main page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one meeting.
Let’s say develop for one-on-one. 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you pick, you may have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. 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 revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook specifically. 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 occasion is about compared to possibly some of the other occasions that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they know what they’re getting.
And lastly, we can choose a various color. This is really handy if you have multiple occasions, I’m gon na select red in this case just so it sticks out from the other events that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of