Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a quick and extremely easy tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up 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 everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not only allows Calendly to book those visits directly to your calendar but it also permits Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are taking place 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 disputes. You can use multiple calendars to look for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections established properly. Simply choose include calendar account here and you can authenticate 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 appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly 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 business logo design or some other image that you want to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your service 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 connect from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 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 but let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
Let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include 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 particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some additional alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state update, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na ignore especially if you have multiple occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly a few of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or maybe your complete name to get them to your primary 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 specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting as well.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of