Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a extremely simple and quick tool to enable people who are interested in my business and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you’ve joined Calendly. And among 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 really everything 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 only allows Calendly to book those visits straight to your calendar but it likewise allows Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly consultations but things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have selected up here and you can also define which calendar to add those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just 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 simply wan na motivate you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company 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 link from your site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click 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 people can pick from and when they click 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 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 go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually meeting.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting 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 choose telephone call in this case. And in many cases, depending on the alternative that you choose, you may have some additional alternatives waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. So if somebody 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 away, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their telephone number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they know what they’re getting as well.
And finally, we can pick a various color. This is really useful if you have several occasions, I’m gon na pick red in this case so it sticks out from the other occasions 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