Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a fast and really easy tool to permit individuals who are interested in my service 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 started by entering into our menu, into our account once you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it likewise permits Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to include those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify 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 encourage you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your service 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 link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion 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. I’m just gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone 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 pick call in this case. And in many cases, depending on the alternative that you pick, you might have some additional options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, 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 choice here. Down below we can include a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be providing to your users. 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 offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
And last but not least, we can choose a various color. This is extremely handy if you have numerous events, I’m gon na select red in this case so it sticks out from the other events that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of