Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a really easy and quick tool to permit people who are interested in my service and in my work to book time with me. I wan na show you how to get things started. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. 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 only enables Calendly to book those visits directly to your calendar however it likewise allows Calendly.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to include 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. Simply select add calendar account here and you can authenticate with any calendar service consisting of 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 simply wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps 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 add your business logo 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 service or maybe it’s your full name. I’ve got 2 events presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
So let’s state create 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 recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending on the choice that you choose, you might have some extra options waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. If somebody is considering 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 only after they’ve 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 provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have numerous 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 ignore specifically. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they understand what they’re getting.
Now when 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