Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and permitting people to easily 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 Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a really easy and quick tool to allow individuals who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when 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. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it likewise enables Calendly.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and maybe 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 include your company logo design or some other image that you wish to add 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 two occasions presently that people can choose from and when they click on one of those events, they are also 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.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you select, you may have some additional alternatives awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving 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 include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the appointment. So if someone 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 away, it’s just after they’ve booked 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 state update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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 different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of