Are you a consultant, a freelancer or maybe you’re just looking for 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 everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my company 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 began by entering into our menu, into our account once you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include several calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate with any calendar service including 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 upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But 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 arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up several events so that it’s as simple 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 actually our main page here on the home 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 new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets several invitees consult with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually conference.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the alternative that you select, you might have some extra options waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this option, my invitee should call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the appointment. If someone 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’ve booked 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 provide their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have multiple occasions that you’re gon na be using to your users. So I’m just gon na say, 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 occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, 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.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of