Are you a specialist, a freelancer or perhaps you’re just searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a fast and extremely simple tool to allow individuals who are interested in my business 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 as soon as 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. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to include those visits to. This is definitely gon na be your very first stop to make sure 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 simply wan na motivate you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got two occasions currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So let’s state develop 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a phone 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 noted here. In our example, I’m gon na choose call in this case. And in many cases, depending on the choice that you choose, you might have some additional alternatives awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone 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 desired phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their contact number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na neglect particularly if you have several occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly a few of the other events that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they know what they’re getting.
And lastly, we can select a various color. This is very useful if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already created. Now when we struck 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