Are you a specialist, a freelancer or maybe you’re just looking for more leads and enabling individuals to easily 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 Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and extremely easy tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things started. 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. Since actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 permits Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate with any calendar service including 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 simply wan na motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. But keep in mind, 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 media accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can choose from and when they click on 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 set up several occasions so that it’s as simple for your potential 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 truly our primary page here on the home screen where you can include and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple invitees 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 most cases, the majority of individuals are utilizing Calendly for individually meeting.
Let’s state create 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you select, you may have some additional options awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I require to understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have scheduled the appointment. If someone is thinking about scheduling 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 scheduled 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 provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to possibly some of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they understand what they’re getting too.
And lastly, we can choose a various color. This is very handy if you have multiple occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of