Are you a consultant, a freelancer or maybe you’re just looking for more leads and enabling individuals to easily 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 Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely simple tool to allow people who have an interest in my company and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things started by entering 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 due to the fact that actually whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you include several calendar accounts. This not only permits Calendly to book those consultations directly to your calendar but it likewise enables Calendly.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are taking place possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend 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 step, you also 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 possibly it’s your full name. I have actually got two events currently that people can choose from and when they click on one of those occasions, they are likewise 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 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 individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you pick, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the visit. So if somebody is considering 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 have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete 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 state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting.
And last but not least, we can choose a different color. This is extremely helpful if you have multiple occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of