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 reveal you everything you need to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a very easy and quick tool to enable people who are interested in my business 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 going into our menu, into our account when you’ve registered with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Because actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you add several calendar accounts. This not just enables Calendly to book those appointments directly to your calendar however it likewise allows Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to look for disputes more than just the one that you have actually selected up here and you can also specify which calendar to add those visits to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established correctly. Just select include calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick 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 suggest that you put your nice profile picture here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your full name. I have actually got 2 occasions presently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
Let’s state create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference 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 choose phone call in this case. And in a lot of cases, depending on the option that you select, you might have some additional choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the consultation. If someone is considering 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 only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na say update, that’s gon na conserve that option here. If you have multiple 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 overlook specifically. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to maybe a few of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business 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 separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they know what they’re getting too.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of