Are you an expert, a freelancer or maybe you’re just looking for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to permit individuals 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 begun. So we’re gon na get things started by going into our menu, into our account when you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. The 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 consultations directly to your calendar however it also allows Calendly.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for disputes. You can use multiple calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add 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 simply wan na encourage you to upload an image. If this is conferences or appointments 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 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 want to add here. And finally, we can click the my link.
Now this is probably more important 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 website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. But now let’s proceed to the occasions 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 occasions. I have actually got two occasions that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an one-on-one conference or a group conference. Now a group conference lets several invitees meet with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of people are utilizing Calendly for individually conference.
Let’s say create for individually. 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 just your referral. This is what individuals 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 determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the option that you choose, you might have some extra choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can add 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 actually booked the consultation. 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have several 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 neglect especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting.
And lastly, we can choose a different color. This is really handy if you have numerous events, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of