Are you a consultant, a freelancer or maybe you’re simply searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a very easy and quick tool to permit people who have an interest in my service and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because actually whatever is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use several 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 add those visits to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 simply wan na motivate you to upload an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. 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 telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the alternative that you choose, you might have some extra alternatives awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually booked 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 supply their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have several events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore particularly. I’m just 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 offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete 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 again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they know what they’re getting as well.
And lastly, we can pick a various color. This is very helpful if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve already created. 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 occasion. So by opening this app, you’re gon na see a great deal of