Are you a consultant, a freelancer or perhaps you’re just trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a fast and really simple tool to allow people who have an interest in my business and in my work to book time with me. So I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when 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. Due to the fact that really everything 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 add one or more calendar accounts. This not just enables Calendly to book those consultations directly to your calendar however it also allows Calendly.
to examine other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize multiple calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to include those appointments to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established correctly. 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 stick 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. So if this is meetings or appointments that individuals 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 action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two events presently 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 pick that new occasion type, which is gon na open up a brand-new screen.
Let’s state create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference 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 select call in this case. And in most cases, depending on the choice that you select, you might have some additional choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my guest must call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the visit. 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 just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or maybe your complete name to get them to your main 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 particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting.
And finally, we can pick a various color. This is very handy if you have numerous events, I’m gon na select red in this case just so it sticks out from the other events that I have actually already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of