Are you a consultant, a freelancer or perhaps you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a extremely simple and fast tool to enable people who are interested in my service and in my work to book time with me. So I wan na show 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 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 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 make sure that you include several calendar accounts. This not just allows Calendly to book those visits directly to your calendar however it also allows Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to check for disputes more than just the one that you have selected up here and you can also define which calendar to include those appointments to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections established properly. Just select add 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 encourage you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest 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 also wan na make a quick stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your service or possibly it’s your complete 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here just to reveal 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 select from and when they click on among 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 simple for your potential 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 actually our primary page here on the home screen where you can include and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets several guests consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually conference.
Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you pick, you might have some additional choices waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I need to know who I’m calling or I can select this option, my guest must call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na neglect particularly if you have multiple occasions that you’re gon na be using to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they know what they’re getting as well.
And finally, we can pick a various color. This is very helpful if you have numerous events, I’m gon na choose red in this case just so it stands out from the other events that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of