Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to permit people who are interested in my service and in my work to book time with me. So 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 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 wish to go to calendar connections since 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 include one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it also enables Calendly.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are taking place possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to check for disputes more than just the one that you have actually picked up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm 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 encourage you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your great profile picture 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 or some other image that you wish to add here. And lastly, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link 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 land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s carry 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. So 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 edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually conference.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. 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 with Scott, really easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the option that you pick, you might have some additional alternatives waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the consultation. If someone is thinking about 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 just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na overlook especially if you have numerous occasions that you’re gon na be offering to your users. So 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 maybe some 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 company name or perhaps your complete 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 again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.
And lastly, we can select a different color. This is very helpful if you have numerous events, I’m gon na select red in this case so it stands out from the other occasions that I’ve already created. Now when we hit 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. By opening this app, you’re gon na see a lot of