Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a very simple and quick tool to allow people 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. So we’re gon na get things kicked off by going into our menu, into our account when you have actually joined Calendly. And one of 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 desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar however it also permits Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to look for disputes more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select 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. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile picture here in addition to your name and possibly a welcome message just when they arrive on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click the my link.
Now this is most likely more vital than you believe. 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, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the occasions themselves and how can you establish 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. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for one-on-one conference.
Let’s state create 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 reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the alternative that you select, you might have some additional choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this option, my invitee should call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their telephone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na ignore particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary 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. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they know what they’re getting.
And lastly, we can pick a different color. This is really practical if you have numerous occasions, I’m gon na select red in this case just so it stands apart 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 occasion. By opening this app, you’re gon na see a lot of