Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to allow people who are interested in my business and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going 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. Due to the fact that truly whatever 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 include one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it also enables Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to check for disputes more than just the one that you have picked up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up properly. Simply select include calendar account here and you can validate with any calendar service including 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 submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to add here. And lastly, we can click the my link.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your service or perhaps it’s your complete 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 people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. But now let’s carry on to the events 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 return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for individually meeting.
So let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the choice that you choose, you might have some additional choices waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their telephone number. I require to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. If somebody is considering 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 just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to perhaps a few of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try 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 identify however also if I just paste this link and copy, they know what they’re getting too.
And last but not least, we can pick a different color. This is very valuable if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of