Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there everyone, 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 really simple and quick 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 started. So we’re gon na get things started by entering into our menu, into our account as soon as you have actually joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just permits Calendly to book those consultations directly to your calendar however it likewise enables Calendly.
to examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm 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 publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and perhaps a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. 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 sharing with users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here just to show you where this shows up. So 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 two occasions currently that individuals 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 enters into play. But now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. 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 modify existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and produce a 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 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for one-on-one meeting.
So let’s say develop for individually. On this screen, the first thing that we need 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 individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the alternative that you choose, you might have some additional choices awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this option, my guest must call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have several occasions that you’re gon na be using to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to maybe a few of the other events that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they understand what they’re getting.
And finally, we can pick a different color. This is very valuable if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of