Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to allow people who are interested in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account when you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly 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 enables Calendly to book those visits directly to your calendar however it also permits Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are taking place possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify with any calendar service consisting of 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 just wan na motivate you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message just when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your business 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 link from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to reveal 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 2 events currently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s carry on to the events themselves and how can you establish several 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 go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and edit existing events. I have actually got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be great 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 individually meeting.
Let’s state create 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 just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the alternative that you choose, you might have some additional alternatives awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na neglect particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or perhaps your complete name to get them to your main 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 particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they understand what they’re getting also.
And finally, we can select a different color. This is very valuable if you have numerous events, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of