Are you a consultant, a freelancer or possibly you’re just 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 whatever you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a quick and really easy tool to permit individuals who have an interest in my company and in my work to book time with me. So 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. Because really 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 include one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar however it also allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate 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 upload an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to include here. And finally, we can click on the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your business or possibly it’s your full name. 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 media accounts or you can just copy and paste this and give it to individuals 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 a few of those changes take place. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s proceed to the occasions themselves and how can you set up several events so that it’s as easy for your potential leads or for your customers 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 home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really simple here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you pick, you may have some extra alternatives awaiting you. Do I wan na select 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 require to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually scheduled the consultation. So if somebody 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 immediately, it’s only after they’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state update, that’s gon na save that choice here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to perhaps some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name 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 separate URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they know what they’re getting.
And lastly, we can select a different color. This is extremely handy if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve currently produced. Now when 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 event. So by opening this app, you’re gon na see a lot of