Are you a specialist, a freelancer or possibly you’re simply searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to enable people who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account once you have actually joined 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 because really 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 add one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it likewise allows Calendly.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize numerous calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established properly. Simply select add calendar account here and you can validate 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 just wan na motivate you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include 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 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 link from your site or your social media accounts or you can simply copy and paste this and give it to people 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 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’ve got two events presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s carry on to the events themselves and how can you establish one or more events so that it’s as easy for your prospective 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 really our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But in many cases, most of people are utilizing Calendly for one-on-one conference.
So let’s state produce 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 simply your referral. 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, Consulting with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the choice that you select, you might have some extra choices awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved 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 inquire to offer their telephone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be using to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to maybe some of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they understand what they’re getting.
And lastly, we can select a various color. This is really useful if you have numerous events, I’m gon na select red in this case so it stands out from the other events that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of