Are you a consultant, a freelancer or perhaps you’re simply trying to find more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to permit individuals who have an interest in my organization 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 as soon as you have actually joined 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 due to the fact that truly everything 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 several calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise enables Calendly.
to check other bookings that you might have going on. And what I suggest 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 also look for conflicts. You can use several calendars to check for disputes more than just the one that you have chosen up here and you can likewise specify 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 correctly. Just choose add calendar account here and you can confirm 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 just wan na motivate you to submit an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your company or possibly 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 website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes occur. 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 which welcome message. I’ve got 2 events currently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple 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 actually our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets numerous 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. But in most cases, most of people are utilizing Calendly for individually conference.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, 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 just gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the choice that you pick, you may have some additional choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their telephone number. I require to understand who I’m calling or I can choose this alternative, my guest should 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 show this number till they have scheduled the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually scheduled 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 offer their phone number. I’m gon na say update, that’s gon na save that option here. If you have multiple occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na overlook particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe a few of the other events that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly 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 attempt make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they know what they’re getting also.
And lastly, we can select a various color. This is very handy if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of