Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and permitting individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure 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 business and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by going into our menu, into our account as soon as 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. And we want to go to calendar connections due to the fact that really everything 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 include several calendar accounts. This not just allows Calendly to book those consultations directly to your calendar however it likewise enables Calendly.
to check other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to include those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify 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 just wan na encourage you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the option that you pick, you might have some additional options awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. If someone is considering booking 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 only after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that option here. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore especially. So I’m simply gon na state, this is a meeting 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 some of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.
And last but not least, we can choose a various color. This is really useful if you have numerous occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve already produced. Now as soon as we hit 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. By opening this app, you’re gon na see a lot of