Are you an expert, a freelancer or maybe you’re just searching for more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to allow individuals 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 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. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits directly 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 consultations however things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for disputes more than just the one that you have selected up here and you can likewise specify which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm 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 publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and maybe a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to include 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 most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your business or possibly it’s your complete 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 networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. And now let’s move on to the occasions themselves and how can you establish 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. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for individually meeting.
Let’s state create for individually. On this screen, the first thing that we require to do is provide it an event 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, Consulting with Scott, really simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you pick, you might have some additional alternatives waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their telephone number. I require to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have booked the appointment. If somebody 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 just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have multiple events that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly 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 attempt make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they know what they’re getting.
And last but not least, we can select a various color. This is very practical if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of