Are you an expert, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and really simple tool to allow individuals who are interested in my organization 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 among the top 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 include one or more calendar accounts. This not just allows Calendly to book those consultations directly to your calendar but it likewise permits Calendly.
to check other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use numerous calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those appointments to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate 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 encourage you to publish an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and perhaps a welcome message just 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 or some other image that you want to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your service or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes happen. I’m gon na click my link here simply 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 which welcome message. I have actually got two occasions currently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. 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 modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an individually conference or a group conference. Now a group conference lets several guests consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually conference.
Let’s state develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your recommendation. 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, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a location 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 possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you pick, you might have some additional choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number until they have actually booked the visit. 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’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook specifically. I’m just gon na say, this is a conference 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 then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of