Are you a consultant, a freelancer or perhaps you’re simply 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 whatever you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a fast and really simple tool to permit people who have an interest in my business and in my work to book time with me. So 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 when you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because really everything 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 certain that you include several calendar accounts. This not only enables Calendly to book those visits directly to your calendar however it also allows Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Simply choose add 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 simply wan na motivate you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or possibly 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 link from your site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here simply to show 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 two events presently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the events themselves and how can you set up several events so that it’s as easy for your potential 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 main page here on the house screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous guests meet you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually meeting.
So let’s say produce for individually. 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. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting 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 in a lot of cases, depending upon the option that you select, you might have some extra options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually reserved the consultation. 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 booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na overlook specifically if you have numerous occasions that you’re gon na be providing to your users. 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 occasion is about compared to maybe some of the other occasions that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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 different URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they understand what they’re getting also.
And finally, we can choose a different color. This is very useful if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently produced. Now when 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 event. By opening this app, you’re gon na see a lot of