Are you a specialist, a freelancer or possibly you’re just 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 reveal you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who are interested in my business 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 as soon as 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. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just enables Calendly to book those appointments straight to your calendar but it likewise enables Calendly.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are happening 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 utilize numerous calendars to check for conflicts more than simply the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm with any calendar service consisting of 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 appointments that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And last but not least, 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 perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website 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 go back to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s proceed to the occasions 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. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one meeting.
So let’s say create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the option that you choose, you might have some extra choices waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can choose this alternative, my guest needs to 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 booked the visit. If somebody is thinking about 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 booked the time will this number be revealed. 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 say upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na neglect especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to possibly a few of the other events that I have offered. And then simply 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 complete 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 again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a various color. This is very useful if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently 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 people book this occasion. By opening this app, you’re gon na see a lot of