Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting 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 Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a really simple and fast tool to enable people who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. 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 among the top 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 ensure that you include one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it also enables Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise 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 properly. Just select include calendar account here and you can authenticate 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 simply wan na encourage you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here together with your name and possibly a welcome message just when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is most likely more important than you believe. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive 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 simply wan na reveal you where some of those changes take place. I’m gon na click my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 truly our main page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for individually conference.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you choose, you might have some additional options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their contact number. I require to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have 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 booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na neglect particularly if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly a few of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting.
And last but not least, we can choose a different color. This is extremely practical if you have several occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of