Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a really easy and quick tool to allow individuals who are interested in my service and in my work to book time with me. 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 have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar however it also enables Calendly.
to check other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to include those visits to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Simply select add 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 simply wan na encourage you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast 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 most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. Remember, 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters into play. Today let’s proceed to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing events. I’ve got two events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce 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 an instructor or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.
Let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the alternative that you choose, you might have some additional choices waiting for 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 booking that time to list their telephone number. I need to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, 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 numerous events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe some of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they know what they’re getting also.
And last but not least, we can pick a different color. This is very valuable if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of