Are you a consultant, a freelancer or perhaps you’re just looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require 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 used Calendly for a while now. It is a quick and extremely easy tool to permit people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things kicked off by entering into our menu, into our account when you’ve signed up with Calendly. And one of the top 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 really 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 several calendar accounts. This not only permits Calendly to book those visits straight to your calendar however it also enables Calendly.
to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are occurring perhaps in your individual life or other conferences that come 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 likewise define which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include 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 upload an image. If this is conferences or consultations that individuals 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 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 want to include here. And finally, we can click the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service or maybe 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people 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 comes into 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 clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets several guests meet with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However for the most part, most of individuals are utilizing Calendly for one-on-one conference.
So let’s say develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just 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 Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the alternative that you select, you might have some extra options awaiting you. For instance, 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 know who I’m calling or I can pick this choice, my guest should call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the appointment. If somebody is thinking about booking 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 have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, 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 occasions that you’re gon na be providing to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to maybe a few of the other events that I have offered. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting too.
And lastly, we can select a various color. This is really handy if you have multiple events, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of