Are you a consultant, a freelancer or possibly you’re simply searching for more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a very simple and fast tool to allow individuals who have an interest in my organization 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 began by entering into our menu, into our account when you have actually joined 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 since truly 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 one or more calendar accounts. This not just enables Calendly to book those visits directly to your calendar but it likewise permits Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to look for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to include those appointments to. This is certainly 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 validate 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 submit an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you want 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 business or perhaps it’s your full name. I’ve got two occasions currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
So let’s state develop 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you pick, you might have some extra choices awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the person 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 wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple events 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. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your full 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 again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying 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 pick a various color. This is very helpful if you have multiple occasions, I’m gon na choose red in this case so it stands out from the other events that I have actually currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of