Are you a specialist, a freelancer or possibly you’re simply looking for more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping 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 quick tool to permit individuals who have an interest in my business and in my work to book time with me. So 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 among the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not only enables Calendly to book those consultations straight to your calendar but it likewise enables Calendly.
to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate 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 just wan na encourage you to publish an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here together with your name and maybe a welcome message just when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got 2 occasions currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the option that you select, you may have some extra options waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. 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 immediately, 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 inquire to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na overlook specifically if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company 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 different URL. In this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of