Are you a consultant, a freelancer or possibly you’re just looking for more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a very easy and fast tool to permit people who are interested in my business and in my work to book time with me. So I wan na reveal 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 have actually joined Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to look for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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 just wan na motivate you to submit an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And finally, 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’ve got 2 events currently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
Let’s say develop for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action 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 using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the alternative that you select, you might have some extra alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this option, my guest should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, 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 invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have multiple events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na overlook specifically. 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 distinguish what this event is about compared to perhaps some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting.
And lastly, we can pick a different color. This is very useful if you have several occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of