Are you a specialist, a freelancer or maybe you’re simply searching for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to understand to use Calendly Hi everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a fast and very 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 started. We’re gon na get things kicked off by going into our menu, into our account once 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 because truly whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just enables Calendly to book those visits straight 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 just Calendly visits but things that are taking place perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to check for conflicts more than just the one that you have picked up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just select include 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 simply wan na encourage you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message just when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 occasions currently that people can select from and when they click on one of those events, 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 say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the option that you pick, you may have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their contact number. I need to understand who I’m calling or I can select this option, my guest should call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. If somebody 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting too.
And lastly, we can pick a different color. This is really practical if you have several occasions, I’m gon na select red in this case so it stands apart from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of