Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and allowing people to easily 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a very simple and quick tool to allow people who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it likewise permits Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can confirm 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 encourage you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and possibly a welcome message just when they arrive at your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. But keep in mind, 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 media 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, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply 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’ve got 2 occasions currently that individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the events themselves and how can you establish one or more events so that it’s as easy for your prospective leads or for your clients 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 add and edit existing events. I’ve got two events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for individually meeting.
So let’s say create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. 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 in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the choice that you pick, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. So if somebody is thinking about 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 booked 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 upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook especially. 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 perhaps some of the other events that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full 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 once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.
And last but not least, we can select a various color. This is really useful if you have several events, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of