Are you a consultant, a freelancer or possibly you’re simply trying to find 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 understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to permit individuals who have an interest in my business and in my work to book time with me. So 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 when you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything 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 add several calendar accounts. This not just permits Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to include those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include 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 encourage you to submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile picture here together with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your business or possibly 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 link from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the occasions themselves and how can you set up several occasions 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 really our primary page here on the home screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one conference.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the choice that you choose, you may have some additional choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to 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 show this number till they have actually scheduled the consultation. So if someone 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 immediately, it’s just after they’ve reserved 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary 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 specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting as well.
And lastly, we can select a different color. This is very handy if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other events that I’ve currently created. Now once we hit 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