Are you an expert, a freelancer or possibly you’re simply searching for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and very simple tool to enable people who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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 want to go to calendar connections because 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 add one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it likewise enables Calendly.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply 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 simply wan na encourage you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your organization or perhaps 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 people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events currently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s proceed to the occasions themselves and how can you establish one or more occasions so that it’s as easy 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 truly our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either create an individually meeting or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.
So let’s say create for individually. On this screen, the first thing that we require 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. So I’m just gon na call this one, Consulting with Scott, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you select, you might have some extra choices awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the appointment. If somebody is thinking about 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 only after they have actually reserved 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 supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect specifically if you have several occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we already 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 again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they know what they’re getting too.
And finally, we can pick a various color. This is really handy if you have several events, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already produced. 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. So by opening this app, you’re gon na see a great deal of