Are you a consultant, a freelancer or perhaps you’re just searching for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand 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 utilized Calendly for a while now. It is a extremely 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 show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the top 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 desire to go to calendar connections. So 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 visits straight to your calendar but it also enables Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually picked up here and you can also specify which calendar to add those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 just wan na encourage you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at 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 simply wan na show you where a few of those modifications occur. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients 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 really our primary page here on the home screen where you can include and modify existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one conference.
Let’s say produce 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 reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you select, you might have some additional options awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. So if somebody is thinking about reserving 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 only after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific 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 paste this link and copy, they know what they’re getting.
And finally, we can choose a various color. This is very helpful if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of