Are you a consultant, a freelancer or possibly you’re simply looking for more leads and permitting individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a very easy and quick tool to permit individuals who have an interest in my service and in my work to book time with me. 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 one of the top 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar but it likewise enables Calendly.
to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm 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 upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And lastly, 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 2 occasions presently that people can choose 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 event type, which is gon na open up a brand-new screen.
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 recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually booked the time will this number be revealed. But 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 state upgrade, that’s gon na save that alternative here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they know what they’re getting as well.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of