Are you an expert, a freelancer or possibly you’re simply trying to find more leads and allowing individuals 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 utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to allow 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. 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 first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because 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 sure that you add one or more calendar accounts. This not only permits Calendly to book those appointments directly to your calendar but it also enables Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established correctly. 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 stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your good profile image here together with your name and maybe a welcome message just when they arrive at your start page. Next step, you likewise 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 add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got 2 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 choose that new event type, which is gon na open up a brand-new screen.
So let’s say produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, really basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the option that you choose, you may have some extra options awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their contact number. I require to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the consultation. 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 only after they’ve scheduled 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 offer their phone number. I’m gon na say update, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na ignore specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to perhaps a few of the other events that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.
And lastly, we can choose a various color. This is very helpful if you have numerous occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already created. 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 occasion. So by opening this app, you’re gon na see a great deal of