Are you an expert, a freelancer or perhaps you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very easy and quick tool to allow individuals who have an interest in my service and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar but it likewise allows Calendly.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to add those visits to. This is certainly 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 authenticate with any calendar service consisting of 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 meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish 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 maybe 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 media accounts or you can simply copy and paste this and give it to individuals straight 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 house screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up 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. Let’s go back 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 edit existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple invitees meet you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for individually meeting.
So let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the option that you choose, you may have some additional choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have numerous events that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe a few of the other events that I have available. And after that simply below the description, we have our event link. Now we currently 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 again, you wan na try make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they understand what they’re getting also.
And lastly, we can choose a various color. This is extremely handy if you have multiple events, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually already developed. Now as soon as we struck 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