Are you a consultant, a freelancer or perhaps you’re just looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a really easy and fast tool to permit people who are interested 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 began by entering into our menu, into our account once you’ve joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments straight to your calendar however it likewise allows Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established properly. Simply choose add calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got two occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event 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 offer it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the choice that you choose, you may have some extra choices waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my guest must call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the visit. If somebody is thinking about reserving 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 just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook 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 possibly some of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they know what they’re getting as well.
And lastly, we can pick a different color. This is very practical if you have numerous events, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve already produced. Now once we struck 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. By opening this app, you’re gon na see a lot of