Are you a consultant, a freelancer or maybe you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a very easy and fast tool to allow individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account as soon as you have actually registered with Calendly. And among 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 due to the fact that actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it likewise allows Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have selected up here and you can also define which calendar to include those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate with any calendar service including 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 motivate you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and perhaps a welcome message just when they arrive on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your company or maybe 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 link from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to show you where this shows up. 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 two events presently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you establish several events so that it’s as simple 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 actually our primary page here on the house screen where you can add and modify existing events. I have actually got two events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, the majority of people are utilizing Calendly for individually conference.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the alternative that you choose, you might have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. If someone 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’ve 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 them to offer their contact number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na overlook particularly if you have several events that you’re gon na be using to your users. So I’m just gon na state, 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 perhaps some of the other occasions that I have offered. And after that simply below the description, we have our event 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 however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they know what they’re getting also.
And lastly, we can pick a various color. This is really helpful if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently created. Now once 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. So by opening this app, you’re gon na see a lot of