Are you a specialist, a freelancer or perhaps you’re simply trying to find 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 whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a extremely simple and quick tool to allow people who have an interest in my service and in my work to book time with me. 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. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other meetings that turn 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 actually picked up here and you can also 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 correctly. Simply choose 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 encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile image here together with your name and maybe a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business 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 crucial than you believe. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media 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 have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the events themselves and how can you set up several 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 main page here on the house screen where you can include and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one meeting.
So let’s say develop for individually. 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 simply your reference. 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, Meeting Scott, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the option that you pick, you might have some extra options 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 booking that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your full 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 specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they know what they’re getting as well.
And lastly, we can pick a different color. This is really handy if you have multiple events, 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 once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of