Are you a consultant, a freelancer or perhaps you’re just searching for more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a really easy and fast tool to enable people who are interested in my service and in my work to book time with me. So I wan na show 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 joined Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because truly everything 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 straight to your calendar but it likewise enables Calendly.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have selected up here and you can likewise define which calendar to include those visits to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply select add calendar account here and you can authenticate 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 simply wan na motivate you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here along with your name and maybe 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 include your company logo design 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 organization or possibly it’s your complete name. I have actually got 2 occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a new screen.
So let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the option that you pick, you might have some extra options waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can choose this option, my invitee ought 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 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 right now, it’s just after they have actually booked the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na ignore especially if you have numerous events that you’re gon na be using to your users. 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 differentiate what this event is about compared to perhaps a few of the other occasions that I have offered. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly 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 particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting also.
And last but not least, we can pick a different color. This is very handy if you have several events, I’m gon na select red in this case just so it stands out from the other events that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. 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