Are you an expert, a freelancer or perhaps you’re simply trying to find 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 whatever you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and extremely easy tool to permit individuals who have an interest 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 when 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. Due to the fact that truly 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 just permits Calendly to book those appointments straight to your calendar but it likewise enables Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits however things that are taking place maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can also define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply 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 just wan na motivate you to submit an image. If this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your company or maybe it’s your full name. I’ve got two events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your recommendation. 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 simple here. I can recognize, oop, Meeting 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 face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you select, you might have some additional choices awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the visit. So if somebody is thinking about 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’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, 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 save that option here. Down below we can add a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or maybe your full name to get them to your main 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 particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine 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 different color. This is really handy if you have numerous occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of