Are you a specialist, a freelancer or possibly you’re simply searching for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a very simple and quick tool to enable people who have an interest in my business and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by going into our menu, into our account when you have actually signed up 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 due to the fact that really 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 certain that you add one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it also enables Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to include those visits to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established correctly. Simply choose add calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more crucial 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. Keep in mind, 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for one-on-one meeting.
Let’s state create for one-on-one. 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 simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place 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 possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you choose, you may have some extra options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page but 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. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they understand what they’re getting as well.
And last but not least, we can choose a different color. This is really practical if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other events that I have actually currently created. 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 people book this event. By opening this app, you’re gon na see a lot of