Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to permit individuals who are interested in my business 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 began by entering into our menu, into our account when you have actually joined Calendly. And among the first places that you’re gon na wan na go is up here to your account. Because truly whatever 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 ensure that you include one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar but it likewise allows Calendly.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to add those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate 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 publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click the my link.
Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your business or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. And now let’s proceed to the events themselves and how can you set up several occasions so that it’s as easy 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 add and modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for one-on-one conference.
Let’s say create for individually. On this screen, the first thing that we require to do is give 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 people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the option that you choose, you may have some additional choices waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their telephone number. I require to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the consultation. If somebody is thinking about 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’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your full 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 again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting too.
And last but not least, we can select a various color. This is very useful if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually already produced. Now as soon as we struck 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. So by opening this app, you’re gon na see a lot of