Are you a consultant, a freelancer or possibly you’re just trying to find more leads and allowing people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I have actually used Calendly for a while now. It is a quick and extremely simple tool to allow individuals who have an interest in my service 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 when 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. Since really 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 appointments straight to your calendar however it also permits Calendly.
to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are happening possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also specify which calendar to add those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can validate 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 submit 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 picture here in addition to your name and maybe a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got two occasions 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 choose that new event type, which is gon na open up a new screen.
So let’s state 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. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a place 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 utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the option that you choose, you may have some additional alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can pick this alternative, my guest should call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. 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 only after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have multiple occasions that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered. 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 business 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 particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they understand what they’re getting.
And last but not least, we can choose a various color. This is very valuable if you have several events, I’m gon na choose red in this case so it stands out from the other occasions that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of