Are you a consultant, a freelancer or possibly you’re simply trying to find more leads and allowing 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 understand to use Calendly Hey there 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 very simple and fast tool to permit people who have an interest in my business and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account once 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 want to go to calendar connections since truly whatever is based around your relationship with Calendly and your calendar. The very 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 directly to your calendar however it likewise permits Calendly.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have actually picked up here and you can also define which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can validate 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 encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete name. But 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 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 go back to the house screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to show you where this shows up. 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 events currently that individuals can pick from and when they click on one of those events, they are likewise 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 easy 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 really our main page here on the home screen where you can include and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets several guests consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, most of people are using Calendly for individually meeting.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your recommendation. 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, really basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the choice that you pick, you might have some extra options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. 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 have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their contact number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na neglect especially if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of