Are you a consultant, a freelancer or maybe you’re simply searching for more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to allow people who are interested in my organization 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 kicked off by entering into our menu, into our account once you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because really 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 sure that you include several calendar accounts. This not only permits Calendly to book those appointments straight to your calendar but it also enables Calendly.
to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are happening perhaps in your personal life or other meetings that turn 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 just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections established properly. Just choose add calendar account here and you can validate 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 just wan na encourage you to publish an image. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business 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. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. However 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 just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to reveal 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 have actually got 2 events presently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters play. And now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers 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 home screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of people are utilizing Calendly for individually conference.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your reference. 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, Meeting with Scott, really simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone 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 listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some additional choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting too.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of