Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hey there everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve utilized Calendly for a while now. It is a quick and really simple tool to permit individuals who have an interest in my company 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 began by going into our menu, into our account when 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. Since really whatever 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 one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar however it also permits Calendly.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply choose add calendar account here and you can authenticate 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 simply wan na encourage you to submit an image. If this is meetings or appointments that people 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 land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add 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 possibly it’s your complete name. I have actually got 2 events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that brand-new event 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 need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the alternative that you choose, you may have some extra alternatives waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. If someone is considering scheduling 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’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be offering to your users. I’m just 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 perhaps some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or maybe 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 again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting.
Now once 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