Are you a consultant, a freelancer or maybe you’re simply trying to find more leads and permitting people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a quick and very simple tool to allow individuals who are interested in my service and in my work to book time with me. 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 as soon as you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it likewise permits Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just choose add 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click on the my link.
Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. However 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 just copy and paste this and give it to individuals straight so that they can land on 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 show you where a few of those changes occur. I’m gon na click my link here simply to reveal 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 presently that people can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. And 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 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 primary page here on the home screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple guests consult 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 many cases, the majority of individuals are using Calendly for one-on-one conference.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion 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. I’m simply gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, 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 upon the alternative that you choose, you might have some extra alternatives awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. If somebody is considering 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 just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can include a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe a few of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting also.
And finally, we can pick a various color. This is very helpful if you have numerous events, I’m gon na select red in this case just so it sticks out from the other events that I have actually already developed. Now when 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. So by opening this app, you’re gon na see a great deal of