Are you an expert, a freelancer or possibly you’re just searching for more leads and allowing individuals 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 Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a quick and really simple tool to allow individuals who are interested in my service and in my work to book time with me. So I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account once you have actually joined Calendly. And one of 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. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it likewise allows Calendly.
to inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have chosen up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate with any calendar service consisting of 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 upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile picture here in addition to your name and possibly a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you want to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got two occasions currently 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 select that new occasion type, which is gon na open up a brand-new screen.
So let’s state create 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific 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 phone call in this case. And in a lot of cases, depending upon the choice that you select, you might have some extra choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this choice, 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 show this number until they have scheduled the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they’ve booked the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple 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 ignore especially. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps a few of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page however 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. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting also.
And finally, we can choose a different color. This is extremely useful if you have numerous events, I’m gon na pick red in this case so it stands apart from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of