Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and very simple tool to enable individuals who are interested in my company 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 started by going into our menu, into our account once you have actually registered with Calendly. And among the first 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 desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those visits straight to your calendar but it also permits Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those visits to. This is definitely 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 verify 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 motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and maybe a welcome message just when they land on your start page. Next step, 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 add here. And finally, we can click the my link.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications take place. 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’ve got 2 occasions presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 truly our primary page here on the house screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for individually conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular 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 pick phone call in this case. And oftentimes, depending on the alternative that you pick, 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 need the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. 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 right away, it’s only after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your full 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 once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they know what they’re getting as well.
And finally, we can choose a various color. This is really handy if you have numerous events, I’m gon na select red in this case just so it stands apart from the other events that I have actually currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of