Are you a consultant, a freelancer or possibly you’re simply 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 reveal you everything you need to understand to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a fast and extremely simple tool to enable individuals who have an interest in my service and in my work to book time with me. 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 as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 permits Calendly to book those visits directly to your calendar however it also allows Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to include those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can confirm with any calendar service consisting of 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 encourage you to submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got 2 events currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide 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 just gon na call this one, Meeting Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a place 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the choice that you choose, you might have some extra choices waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their telephone number. I require to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. If someone is thinking about reserving 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 scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have multiple events that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to perhaps a few of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
And finally, we can choose a different color. This is extremely useful if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of