Are you an expert, a freelancer or possibly you’re simply looking for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a very simple and fast tool to allow people who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things began by entering into our menu, into our account when you’ve registered with Calendly. And one of 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 actually whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it likewise enables Calendly.
to inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established properly. Simply select include calendar account here and you can confirm with any calendar service consisting of 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 meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and perhaps 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 business logo or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your business or possibly it’s your complete 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 straight 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 a few of those modifications take place. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into 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 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 edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for one-on-one conference.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the option that you select, you may have some additional options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the visit. 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 now, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na ignore especially if you have numerous events that you’re gon na be using to your users. 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 has to do with compared to possibly some 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 separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they know what they’re getting as well.
And lastly, we can choose a different color. This is extremely practical if you have several occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve already developed. Now as soon as we struck 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