Are you an expert, a freelancer or maybe you’re simply looking for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everyone, 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 very easy and quick tool to allow people who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account when you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate 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 just wan na encourage you to upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and possibly a welcome message simply when they arrive on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. But 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just 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 shows up. So 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 currently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s move 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. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for one-on-one conference.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you select, you may have some additional options waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their contact number. I need to know who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. If someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na overlook especially if you have several occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps a few of the other events that I have 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 service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know what they’re getting too.
And lastly, we can choose a different color. This is really handy if you have multiple events, I’m gon na pick red in this case so it stands out from the other events that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of