Are you a consultant, a freelancer or perhaps you’re just looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hey there 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 really easy tool to permit individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. 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 enables Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to add those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add 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 motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and possibly 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 business logo design or some other image that you want to add here. And lastly, we can click on 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 possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks 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, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here simply 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 have actually got two occasions presently that individuals can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters 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 simple for your potential 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 primary page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that brand-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 conference. Now a group conference lets numerous guests meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of people are utilizing Calendly for individually meeting.
So let’s state produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. 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 with Scott, actually easy here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include 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 particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the choice that you select, you may have some additional choices awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their contact number. I need to understand who I’m calling or I can select this choice, my guest ought to call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the consultation. If someone 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 booked the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na overlook specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they know what they’re getting.
And last but not least, we can pick a different color. This is really handy if you have numerous occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. 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 individuals book this event. So by opening this app, you’re gon na see a lot of