Are you an expert, a freelancer or maybe you’re simply searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to enable individuals who have an interest in my company 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 once you’ve signed up with 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 include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it likewise enables Calendly.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just select add 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 just wan na motivate you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo 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 vital than you think. You’re gon na wan na put the name of your company or perhaps it’s your full 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 site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just to show 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 2 events currently that individuals can pick 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. 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 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 actually our main page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually meeting.
So let’s state create 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step 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 conference such as utilizing 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 option that you select, you may have some extra alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have reserved the consultation. If somebody is considering booking 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 reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore especially if you have numerous occasions that you’re gon na be providing to your users. So I’m just gon na state, 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 maybe a few of the other occasions 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 organization name or maybe 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 again, you wan na try make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting also.
And finally, we can choose a various color. This is extremely valuable if you have numerous events, I’m gon na select red in this case just so it sticks out from the other events that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of