Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and enabling 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 know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a really simple and quick tool to allow individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account when you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also allows Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have actually picked up here and you can also define which calendar to add those visits to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can verify 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 motivate you to submit an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly 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 include your company logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply 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 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. And 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 prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create 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 providing a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for individually conference.
So let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion 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. So I’m just gon na call this one, Meeting Scott, really basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include an area 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 particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you pick, you might have some additional choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have several occasions that you’re gon na be providing to your users. 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 is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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 attempt make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they know what they’re getting as well.
And last but not least, we can choose a different color. This is really valuable if you have numerous events, I’m gon na select red in this case so it sticks out from the other occasions that I have actually currently created. Now as soon as 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 event. By opening this app, you’re gon na see a lot of