Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to enable people 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 once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since truly whatever is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only enables Calendly to book those consultations directly to your calendar however it also permits Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have chosen up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just 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 motivate you to upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here together with your name and maybe a welcome message just when they arrive on your beginning 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 last but not least, we can click on the my link.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got 2 occasions presently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion 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 occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference 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 choose telephone call in this case. And oftentimes, depending on the alternative that you choose, you might have some additional choices awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their contact number. I require to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone 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 say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore particularly. 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 occasion is about compared to possibly some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of