Are you an expert, a freelancer or possibly you’re simply trying to find more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a fast and really easy tool to enable 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. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the top 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 want 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 directly to your calendar however it likewise permits Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are taking place perhaps 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 multiple calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established correctly. Just select include calendar account here and you can authenticate with any calendar service including 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 just 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 great profile image here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media 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, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this appears. So this is the initial 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 pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. But now let’s carry 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 customers 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 include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the option that you select, you may have some extra alternatives waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their contact number. I require to understand who I’m calling or I can select this choice, my guest ought to call me. In this case, I can add my preferred contact 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 visit. So 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 just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have several events that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps a few of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your full 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 once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they know what they’re getting also.
And lastly, we can pick a different color. This is extremely practical if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently created. Now when 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