Are you a consultant, a freelancer or possibly you’re just looking for more leads and permitting individuals to quickly and professionally 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 everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve used Calendly for a while now. It is a quick and extremely easy tool to enable people who have an interest in my service and in my work to book time with me. So 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’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly 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 enables Calendly to book those appointments directly to your calendar but it also permits Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits but 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 disputes. You can utilize several calendars to look for conflicts more than just the one that you have actually picked up here and you can also specify which calendar to include those appointments to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Just select add 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 just wan na motivate you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I have actually got 2 events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide 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. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you select, you may have some extra options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have booked the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be offering to your users. I’m simply gon na state, 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 maybe some of the other occasions 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 company name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting also.
Now as soon as 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