Are you a consultant, a freelancer or perhaps you’re just trying to find 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 whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a very simple and quick tool to enable individuals who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began 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. Since 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 ensure that you include one or more calendar accounts. This not just permits Calendly to book those consultations directly to your calendar however it likewise allows Calendly.
to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to add those visits to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established correctly. Simply choose add calendar account here and you can authenticate 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 just wan na encourage you to upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your company or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks 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, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on 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 pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters play. And now let’s proceed to the events themselves and how can you establish one or more occasions so that it’s as simple 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 main page here on the house screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got two options here, we can either produce an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be great 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 individually conference.
Let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a personally conference, a phone 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 pick call in this case. And oftentimes, depending on the alternative that you choose, you may have some additional alternatives awaiting you. Do I wan na choose 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 require to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the visit. If somebody is considering scheduling 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 invitees ’cause I’m gon na ask them to supply 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 providing to your users, down below we can add a description which is something you don’t wan na overlook especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your primary 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 particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting as well.
And lastly, we can choose a different color. This is extremely useful if you have numerous events, I’m gon na select red in this case so it sticks out from the other events that I’ve currently created. Now as soon as 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. By opening this app, you’re gon na see a lot of