Are you a consultant, a freelancer or maybe you’re just looking for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a really simple and fast tool to enable individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever 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 make certain that you include several calendar accounts. This not only allows Calendly to book those consultations directly to your calendar but it also permits Calendly.
to check other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to check for disputes more than simply the one that you have actually selected up here and you can also define which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add 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 just wan na motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your great profile photo here in addition to your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got 2 events currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the choice that you choose, you might have some additional options waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their contact number. I need to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na neglect specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have available. And then 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 however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting also.
And finally, we can pick a different color. This is really useful if you have several events, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of