Are you an expert, a freelancer or perhaps you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to enable people who are interested in my company and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things kicked off by going into our menu, into our account when you’ve 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 wish to go to calendar connections due to the fact that really 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 add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it also allows Calendly.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established properly. Simply select 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 upload an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click on 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 maybe 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 website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the option that you pick, you might have some additional options waiting for 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 list their phone number. I need to understand who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. If somebody is considering 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook 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 distinguish what this occasion is about compared to maybe some of the other events that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full 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 again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, 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 understand what they’re getting also.
And last but not least, 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 developed. Now once we struck 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. So by opening this app, you’re gon na see a lot of