Are you a specialist, a freelancer or maybe you’re simply looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to allow individuals who are interested in my business and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 want to go to calendar connections since 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 ensure that you include several calendar accounts. This not just enables Calendly to book those appointments straight to your calendar however it also enables Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to look for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose 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 just wan na motivate you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe 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 include your business logo design or some other image that you would like to add here. And last but not least, we can click 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 events presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
So let’s say create 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 simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the option that you pick, you might have some additional alternatives waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have booked the consultation. If someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na state update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na overlook especially. So I’m simply 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 has to do with compared to maybe a few of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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 different URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they know what they’re getting too.
And last but not least, we can pick a different color. This is extremely useful if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of