Are you a specialist, a freelancer or maybe you’re simply trying to find more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a fast and really easy tool to permit people who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things began by going into our menu, into our account when you’ve joined Calendly. And one of the top 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. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it also allows Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can validate 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 upload an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your start 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 last but not least, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals 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 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 appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design 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 simple 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 home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group meeting lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the choice that you pick, you may have some additional options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked 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 just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na say update, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore especially. 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 separate what this occasion has to do with compared to perhaps a few of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they know what they’re getting too.
And last but not least, we can select a various color. This is really useful if you have numerous events, I’m gon na select red in this case so it stands out from the other occasions that I have actually currently 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. By opening this app, you’re gon na see a lot of