Are you an expert, a freelancer or maybe you’re simply looking for more leads and allowing people to quickly and expertly 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 have actually used Calendly for a while now. It is a extremely easy and fast tool to enable people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. 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 one of 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 since 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 permits Calendly to book those visits directly to your calendar however it likewise enables Calendly.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify 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 properly. Just select add calendar account here and you can verify with any calendar service consisting of 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 submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here together with your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo or some other image that you wish to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 occasions presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Meeting 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 an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the option that you pick, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. If someone is considering 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 only after they have actually reserved the time will this number be exposed. 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 conserve that choice here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to maybe a few of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or maybe your full 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 again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they know what they’re getting also.
And finally, we can select a various color. This is extremely valuable if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently created. 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 event. By opening this app, you’re gon na see a lot of