Are you an expert, a freelancer or possibly you’re simply searching 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 everything you require to know to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I have actually utilized Calendly for a while now. It is a really easy and quick tool to enable individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that 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 sure that you add one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar however it likewise allows Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can verify 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 simply wan na encourage you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile picture 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 fast stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, 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 organization or maybe it’s your full name. However 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 land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move 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. 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 modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s say develop for one-on-one. 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. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a location 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you may have some additional choices waiting on you. For example, 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 note their phone number. I require to know who I’m calling or I can pick this alternative, my guest should call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. If somebody is considering scheduling 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 revealed. 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 say update, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have multiple events that you’re gon na be using to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate 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 below the description, we have our event link. Now we already talked briefly about having your domain or your business 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 different URL. In this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they understand what they’re getting.
And lastly, we can pick a different color. This is very valuable if you have multiple events, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of