Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and permitting people to quickly and professionally 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 enjoy less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select include calendar account here and you can validate with any calendar service including 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 simply wan na motivate you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and possibly a welcome message just 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 design or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your organization or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with 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 people directly 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 just wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to show you where this shows up. 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 2 events currently that individuals can choose from and when they click on one of those occasions, 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 occasions themselves and how can you establish 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. Let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing occasions. I’ve got two events that I’m utilizing 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 up a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one conference.
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 keep in mind, this is more than just your recommendation. 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, Consulting with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include 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 conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you pick, you might have some additional alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve reserved the time will this number be exposed. In this case, I’m gon na say, 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 choice here. Down below we can include a description which is something you do not wan na neglect particularly if you have multiple events that you’re gon na be offering 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 possibly some of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting too.
And finally, we can select a various color. This is really useful if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of