Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hi everybody, 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 permit individuals who are interested in my company 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 when you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually 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 include one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar however it likewise enables Calendly.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 publish an image. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And lastly, we can click the my link.
Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing 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 arrive on 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 show you where some of those changes happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as simple for your potential leads or for your clients 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 home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. But most of the times, most of people are utilizing Calendly for individually meeting.
Let’s say produce for one-on-one. 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 simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the option that you select, you might have some extra options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their telephone number. I require to know who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve scheduled the time will this number be exposed. In this case, I’m gon na say, 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. If you have multiple events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to possibly a few of the other events that I have readily available. And then just listed 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 complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting.
And finally, we can pick a various color. This is really useful if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other events that I have actually already produced. Now once we hit 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