Are you a consultant, a freelancer or maybe you’re simply looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a extremely easy and fast tool to allow individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 since actually whatever 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 straight to your calendar however it likewise allows Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can validate with any calendar service including 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 publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company 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 important than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete 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 land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click my link here simply to reveal 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 2 occasions currently that individuals can pick 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 comes into play. Today let’s carry 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 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 main page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an individually conference or a group conference. Now a group meeting lets multiple invitees meet you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one conference.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting 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 oftentimes, depending upon the choice that you select, you might have some extra choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to possibly a few of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.
And finally, we can choose a various color. This is very useful if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other events that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of