Are you an expert, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a really easy and fast tool to enable 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. So we’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since truly everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just allows Calendly to book those visits straight to your calendar but it likewise permits Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections established properly. Just choose include calendar account here and you can validate 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 motivate you to submit an image. If this is meetings 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 likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site 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’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as simple for your prospective 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 add and modify existing events. I have actually got two occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually conference.
So let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the alternative that you choose, you may have some additional alternatives waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have scheduled the appointment. If someone is thinking about booking 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’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na ignore particularly. 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 occasion is about 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 but 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. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.
And finally, we can pick a different color. This is very handy if you have several events, I’m gon na pick red in this case just so it stands out from the other events that I’ve already created. Now once 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. By opening this app, you’re gon na see a lot of