Are you an expert, a freelancer or possibly you’re simply trying to find 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 need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to enable people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once 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. And we want to go to calendar connections because truly whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it also enables Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And finally, we can click on the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or maybe it’s your full name. Keep in mind, 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this appears. So 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 presently that people can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters into 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 prospective leads or for your clients to come in here and book time with you. 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 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 new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, the majority of people are using Calendly for one-on-one meeting.
So let’s state develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you select, you may have some additional choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this alternative, my guest must call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, 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 say update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just 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 listed 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 however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they know what they’re getting.
And lastly, we can choose a different color. This is really useful if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other events that I have actually currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of