Are you a consultant, a freelancer or maybe you’re simply looking for more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a quick and really simple tool to allow individuals who are interested in my organization and in my work to book time with me. 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’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that 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 include one or more calendar accounts. This not only enables Calendly to book those appointments directly to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate with any calendar service including 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 publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include 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 company or possibly it’s your full name. I have actually got two events presently that people can select from and when they click on one of those occasions, they are also 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 one-on-one. On this screen, the first thing that we need to do is provide it an event 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 just gon na call this one, Meeting with Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the choice that you choose, you might have some extra choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. If somebody is thinking about 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 have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook specifically. I’m simply gon na state, 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 perhaps some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your complete 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 again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they understand what they’re getting.
And finally, we can pick a various color. This is very useful if you have multiple events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. 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