Are you an expert, a freelancer or perhaps you’re just trying to find 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 whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a very simple and fast tool to permit people who have an interest in my service 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 started by entering into our menu, into our account when you have actually registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually whatever 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 permits Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are happening possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm 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 motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I recommend 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 step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got two occasions presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
Let’s state produce for individually. 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 individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area 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 particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the option that you pick, you may have some additional options waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my invitee must 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 until they have actually reserved 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 revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they understand what they’re getting too.
And last but not least, we can pick a different color. This is very practical if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already developed. Now once we hit 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. By opening this app, you’re gon na see a lot of