Are you an expert, a freelancer or maybe you’re just looking for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a very easy and fast tool to enable individuals who are interested in my business 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 kicked off by entering into our menu, into our account as soon as you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because truly whatever 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 appointments straight to your calendar but it also enables Calendly.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits however 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 check for conflicts. You can use several calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to include those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and maybe a welcome message just when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got two events presently that individuals can select from and when they click on one of those events, 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 create for one-on-one. On this screen, the first thing that we need to do is offer 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 people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you pick, you might have some additional choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the appointment. If someone is considering booking 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 have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect particularly. So I’m just gon na say, this is a conference 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 available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service 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 separate URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they know what they’re getting as well.
And lastly, we can pick a different color. This is very useful if you have several occasions, I’m gon na pick red in this case so it sticks 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. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of