Are you a specialist, a freelancer or perhaps you’re simply searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know 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 extremely simple and quick tool to permit people who are interested in my company 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 once 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. Since really everything is based around your relationship with Calendly and your calendar, and we desire 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 just permits Calendly to book those consultations directly to your calendar but it also permits Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to check for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those visits to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established properly. Simply 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 simply wan na encourage you to submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and perhaps 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 company logo or some other image that you wish to add 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 service or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing 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 directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Today let’s move on to the occasions themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your customers 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 home screen where you can include and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets several guests meet with you at a single time. This might be terrific 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 one-on-one conference.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you choose, you might have some extra options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the appointment. 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 immediately, it’s just after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps a few of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your main 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 particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting also.
And last but not least, we can choose a different color. This is extremely valuable 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 have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of