Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and really easy tool to permit individuals who are interested in my organization and in my work to book time with me. So 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 when you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not only permits Calendly to book those visits directly to your calendar but it also permits Calendly.
to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than just the one that you have selected up here and you can also specify which calendar to include those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can confirm with any calendar service consisting of 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 publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo 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 organization or perhaps it’s your complete name. I’ve got two occasions 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 pick that new event type, which is gon na open up a new screen.
Let’s state develop 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 simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually basic 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 face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps 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 on the option that you select, you may have some extra choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. 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 just after they’ve reserved the time will this number be revealed. 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 state upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore specifically if you have numerous events that you’re gon na be offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they know what they’re getting also.
And finally, we can choose a various color. This is very 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’ve currently created. 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 event. By opening this app, you’re gon na see a lot of