Are you a consultant, a freelancer or maybe you’re simply searching for more leads and enabling 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 everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to permit people who are interested in my company 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 once 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. And we want to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it also permits Calendly.
to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to include those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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 encourage you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website 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, 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 changes happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events 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 actually our main page here on the home screen where you can include and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets multiple guests 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 the majority of cases, the majority of people are using Calendly for one-on-one meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference 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 select telephone call in this case. And in many cases, depending on the choice that you choose, you may have some additional choices awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number till they have actually 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 only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na state update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore especially. I’m just gon na state, 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 maybe some of the other events that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting too.
Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of