Are you an expert, a freelancer or possibly you’re just searching for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to permit people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. 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 top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also enables Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are happening possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have picked up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can confirm 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 submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and possibly a welcome message simply when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to add here. And finally, we can click on the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this appears. 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 occasions presently that individuals can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. 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 offering a group webinar or something along those lines here. But in many cases, the majority of individuals are using Calendly for individually meeting.
So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your recommendation. 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, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the choice that you select, you might have some additional alternatives waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, 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 invitees ’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. If you have multiple events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or maybe 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 attempt 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 recognize however likewise if I just paste this link and copy, they know what they’re getting too.
And finally, we can choose a various color. This is really useful if you have multiple events, I’m gon na select red in this case so it stands out from the other occasions that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of