Are you a consultant, a freelancer or perhaps you’re simply looking for more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a really simple and fast tool to allow people who are interested in my company and in my work to book time with me. So I wan na show 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 first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only permits Calendly to book those consultations directly to your calendar however it likewise allows Calendly.
to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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 motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like 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 organization or perhaps 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 choose that new occasion type, which is gon na open up a brand-new screen.
So let’s state develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, 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 basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the choice that you choose, you might have some extra options waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. So if somebody is considering booking 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 only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available. And then simply below the description, we have our event 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 main 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 specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting as well.
And lastly, we can select a different color. This is very useful if you have numerous events, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of