Are you an expert, a freelancer or possibly you’re just searching 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 everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to permit people who have an interest in my service and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you’ve joined Calendly. And one of the top 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 truly whatever 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 only enables Calendly to book those appointments directly to your calendar but it likewise enables Calendly.
to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have chosen up here and you can likewise specify which calendar to include those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 simply wan na motivate you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and possibly 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 add your company logo design or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or maybe it’s your complete name. But 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 individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal 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 initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your potential 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 house screen where you can add and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an individually conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, most of individuals are using Calendly for individually conference.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the option that you choose, you might have some extra choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually 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 away, 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 invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state update, that’s gon na save that option here. If you have numerous events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events 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 service name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, satisfying 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.
And finally, we can choose a different color. This is really handy if you have numerous events, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually already developed. 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 occasion. By opening this app, you’re gon na see a lot of