Are you a specialist, a freelancer or perhaps you’re simply looking 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 need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a really simple and fast tool to enable 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 once you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since truly 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 just allows Calendly to book those appointments straight to your calendar however it likewise permits Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have selected up here and you can also define which calendar to include those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm 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 motivate you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and possibly a welcome message simply when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete name. But 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here simply to show 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 2 events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy 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 actually our primary page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group conference lets several guests meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for individually conference.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you pick, you might have some additional choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I need to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the appointment. If someone is considering booking 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. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your business 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. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting.
And lastly, we can select a various color. This is very handy if you have several events, I’m gon na choose red in this case so it sticks out from the other events that I’ve already 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 people book this occasion. By opening this app, you’re gon na see a lot of