Are you a specialist, a freelancer or maybe you’re simply searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a extremely simple and fast tool to allow people who are interested in my company 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 started by going into our menu, into our account when you’ve joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly a welcome message just when they arrive on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company 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 crucial than you think. In most cases, you’re gon na wan na put the name of your company or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with 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 individuals straight so that they can land 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 show you where some of those changes take place. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Today let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of people 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 simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some additional options waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this option, my invitee must call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, 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 option here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting also.
And last but not least, we can choose a different color. This is really valuable if you have several occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of