Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to allow individuals who are interested in my service and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. Because actually whatever 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 make certain that you include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it also enables Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other conferences that show 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 disputes more than just the one that you have actually selected up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify 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. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here together with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link 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 land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s carry on to the occasions themselves and how can you establish one or more occasions so that it’s as easy for your prospective 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 really our main page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several guests meet you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, most of people are using Calendly for individually meeting.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the choice that you select, you may have some additional options waiting for you. For instance, do I wan na choose 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 select this option, my invitee ought to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be providing to your users. 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 event is about compared to possibly a few of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting.
And lastly, we can select a different color. This is extremely 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 struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of