Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a really easy and fast tool to enable individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering 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. Since actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it likewise allows Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just 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 just wan na encourage you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or possibly it’s your full name. But remember, 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 networks accounts or you can simply 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 home screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters 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 prospective 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 really our primary page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, most of people are utilizing Calendly for one-on-one meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide 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. I’m just gon na call this one, Meeting with Scott, actually easy here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a location 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you select, you might have some additional options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. If somebody is considering scheduling 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 state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have multiple events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na neglect specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to perhaps a few of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting also.
And lastly, we can choose a different color. This is very handy if you have several occasions, I’m gon na select red in this case just so it stands 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 occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of