Are you a consultant, a freelancer or maybe you’re simply searching for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to permit individuals who have an interest in my business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account once you have actually signed up with Calendly. And among 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 because actually everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add one or more calendar accounts. This not just permits Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose 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 simply wan na motivate you to publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design 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 vital than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe 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 link from your website or your social media 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, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently 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 enters into play. Now let’s carry on to the occasions themselves and how can you set up one or more occasions 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 actually our main page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and develop a new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one conference.
So let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you pick, you might have some additional options waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the visit. If somebody is considering reserving 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 only after they have actually reserved 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 provide their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect especially. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting as well.
And last but not least, we can select a different color. This is really valuable if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of