Are you an expert, a freelancer or perhaps you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually utilized Calendly for a while now. It is a really simple and fast tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by entering into our menu, into our account once you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because truly whatever 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 make sure that you add several calendar accounts. This not only enables Calendly to book those visits straight to your calendar however it likewise allows Calendly.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add 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 just wan na motivate you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company 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 service or possibly it’s your full name. I’ve got two occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending upon the option that you select, you may have some extra options awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I need to know who I’m calling or I can choose this alternative, my invitee should 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 display this number up until they have reserved the consultation. So if someone is considering reserving 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 booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook specifically. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your full 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 again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can choose a different color. This is very practical if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of