Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and enabling people 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to allow people 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 began by entering into our menu, into our account once you have actually registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it also permits Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to check for disputes more than just the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established properly. Simply choose add 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 publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. 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 networks accounts or you can just copy and paste this and give it to people 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 go back to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently 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 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 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 main page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got two options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets multiple guests meet you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for individually conference.
Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the choice that you select, you might have some extra choices waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I need to know who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. If somebody is thinking about scheduling 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 scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na state update, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly a few of the other events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.
And last but not least, we can pick a various color. This is extremely practical if you have multiple occasions, I’m gon na select red in this case just so it sticks out from the other events that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of