Are you a consultant, a freelancer or maybe you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to allow individuals who are interested in my business and in my work to book time with me. 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 as soon as you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.
to check other bookings that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for disputes more than just the one that you have selected up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply choose add 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 just wan na encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And last but not least, 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 maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click my link here just 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 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers 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 truly our primary page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one meeting.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, really basic here. So I can determine, 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 an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you pick, you might have some extra options waiting on you. Do I wan na select 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 know who I’m calling or I can select this option, my guest should call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have reserved the appointment. If somebody is considering reserving 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 have actually 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 supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have offered. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps 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 once again, you wan na try make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting as well.
And finally, we can pick a different color. This is extremely handy if you have several occasions, I’m gon na select red in this case just so it sticks out from the other events that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of