Are you a consultant, a freelancer or possibly you’re simply searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my business 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 entering into our menu, into our account when you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because really 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 include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it also enables Calendly.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can validate 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 just wan na motivate you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile image here together with your name and maybe a welcome message just when they arrive on your beginning page. Next step, 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 add here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete name. 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 simply copy and paste this and give it to individuals directly 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 changes take place. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s proceed to the events themselves and how can you set up 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 actually our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets several guests meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually conference.
Let’s state develop for one-on-one. 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the choice that you choose, you may have some additional options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If somebody is considering 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 just 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 telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe a few of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete 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 particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they know what they’re getting.
And last but not least, we can select a various color. This is very helpful if you have numerous occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of