Are you a specialist, a freelancer or possibly you’re just trying to find more leads and enabling people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a very simple and fast tool to enable individuals 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 started. So we’re gon na get things started by entering into our menu, into our account when you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since 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 ensure that you add one or more calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it likewise permits Calendly.
to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to add those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just select 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 upload an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to include here. And lastly, 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 two events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the option that you pick, you might have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the visit. So if somebody 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 have actually scheduled 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 conserve that choice here. Down listed below we can include a description which is something you don’t wan na overlook particularly if you have numerous occasions that you’re gon na be providing to your users. 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 event is about compared to perhaps some of the other occasions that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your company name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting as well.
Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of