Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to allow individuals who are interested in my business 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 when you’ve signed up with Calendly. And among 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. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar however it likewise permits Calendly.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are taking place perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to add here. And finally, we can click on the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your company or possibly 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 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 land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can choose from and when they click one of those events, they are also 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 occasions so that it’s as easy for your potential 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 actually our primary page here on the house screen where you can include and modify existing occasions. I have actually got two 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 brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an one-on-one conference or a group conference. Now a group conference lets several guests meet with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for individually conference.
So let’s state develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their contact number. I need to know who I’m calling or I can pick this option, my guest should call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone 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 invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have numerous occasions that you’re gon na be offering to your users. I’m simply 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 just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting too.
And last but not least, we can select a various color. This is extremely practical if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other occasions that I have actually already developed. Now when 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 occasion. So by opening this app, you’re gon na see a great deal of