Are you an expert, a freelancer or perhaps you’re just searching for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely simple and quick tool to allow people who have an interest 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 kicked off by going into our menu, into our account when you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really 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 appointments straight to your calendar however it also permits Calendly.
to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can use several 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. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections set up properly. 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 publish an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to add here. And finally, we can click 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 2 occasions currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So 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 just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the choice that you choose, you may have some additional alternatives waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to know who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. 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 only after they’ve reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have multiple 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 neglect specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to possibly a few of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they understand what they’re getting.
And lastly, we can select a various color. This is extremely useful if you have multiple events, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of