Are you an expert, a freelancer or perhaps you’re just looking for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use 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 extremely simple tool to permit people who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything 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 certain that you include several calendar accounts. This not only permits Calendly to book those appointments straight to your calendar but it also permits Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have chosen up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate 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 meetings or consultations that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However keep in mind, 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 media accounts or you can simply copy and paste this and give it to individuals 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 return to the house screen. I just wan na reveal you where a few of those modifications take place. 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 two events presently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s move on to the events 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. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your reference. 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, Consulting with Scott, really easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you select, you may have some additional options waiting on 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 booking that time to list their contact number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the visit. If someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they’ve scheduled 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 offer their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect specifically. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to possibly some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your main 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. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting also.
And lastly, we can pick a different color. This is really handy if you have multiple events, I’m gon na select red in this case so it stands apart from the other events that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of