Are you an expert, a freelancer or perhaps you’re just searching for more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a fast and very easy tool to enable individuals 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’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 wish to go to calendar connections because actually everything is based around your relationship with Calendly and your calendar. The very 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 visits straight to your calendar however it also permits Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to include those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate 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 motivate you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile image here together with your name and possibly a welcome message just when they arrive on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got 2 occasions presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that brand-new occasion 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 offer it an event name. Now keep in mind, this is more than just your recommendation. 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, Meeting with Scott, truly simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you select, you may have some extra choices awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their contact number. I need to know who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na overlook specifically. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your business 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. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they know what they’re getting too.
And lastly, we can choose a various color. This is really helpful if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of