Are you a consultant, a freelancer or maybe you’re simply searching for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to allow people 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 since truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it also permits Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established properly. Simply choose add calendar account here and you can verify 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 just wan na encourage you to upload an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to include here. And last but not least, we can click on the my link.
Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, 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 people directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here just to reveal 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 two occasions presently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s carry on to the events themselves and how can you establish several occasions so that it’s as simple for your prospective 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 house screen where you can include and edit existing events. I’ve got 2 events that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for individually conference.
Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add an area 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 perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the choice that you select, you might have some extra options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone 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 desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be using 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 separate what this occasion has to do with compared to maybe some of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page however 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. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can choose a various color. This is really valuable if you have several occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of