Are you a specialist, a freelancer or perhaps you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to enable individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account as soon as 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 whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not only enables Calendly to book those visits directly to your calendar but it likewise allows Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to include those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select include 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. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you want to add here. And lastly, we can click on the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your service or possibly it’s your complete name. 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 just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals 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 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 clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets several guests 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 the majority of cases, the majority of people are utilizing Calendly for one-on-one conference.
Let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the visit. If somebody 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 have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps a few of the other occasions that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.
And finally, we can choose a various color. This is very handy if you have numerous occasions, I’m gon na pick red in this case so it stands out from the other occasions that I have actually currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of