Are you a consultant, a freelancer or possibly you’re just trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a extremely easy and quick tool to permit people who have an interest in my business and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as 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 due to the fact that truly whatever is based around your relationship with Calendly and your calendar. 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 visits directly to your calendar however it likewise allows Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have chosen up here and you can likewise specify which calendar to add 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 validate 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 just wan na encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And finally, we can click 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 two events currently that people can pick from and when they click on one of those events, 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.
Let’s say develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this an in person conference, a 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 listed here. In our example, I’m gon na pick telephone 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. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore especially if you have numerous events that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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 separate URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they understand what they’re getting.
And finally, we can pick a different color. This is really handy if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already created. 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. So by opening this app, you’re gon na see a lot of