Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and allowing people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello 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 fast and extremely easy tool to enable individuals who have an interest in my company and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by entering into our menu, into our account as soon as you’ve signed up with Calendly. And one of 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 actually 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 consultations directly to your calendar but it likewise permits Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can validate 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 simply wan na motivate you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete 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 select that new event type, which is gon na open up a brand-new screen.
So let’s state create for individually. On this screen, the first thing that we require to do is offer 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 arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using 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 a lot of cases, depending on the option that you choose, you might have some extra alternatives waiting for you. For example, do I wan na choose 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 know who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if somebody 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 now, it’s only after they have actually reserved 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.
And last but not least, we can choose a different color. This is extremely useful if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of