Are you a specialist, a freelancer or perhaps you’re simply trying to find more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know 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 fast and extremely easy tool to enable individuals who have an interest in my company and in my work to book time with me. So 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 once you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly 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 only enables Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established correctly. Simply choose add calendar account here and you can confirm with any calendar service consisting of 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 just wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and maybe 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 or some other image that you would like to add here. And finally, we can click the my link.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete name. But 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 straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the events themselves and how can you establish several events so that it’s as simple for your prospective leads or for your customers 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 main page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets multiple guests meet with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for one-on-one conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. 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 basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have booked the visit. If someone 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 just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly a few of the other events that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting also.
And lastly, we can select a various color. This is extremely handy if you have multiple occasions, I’m gon na select red in this case so it stands out from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of