Are you an expert, a freelancer or maybe you’re simply looking for more leads and permitting individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a fast and really simple tool to enable 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 started. So we’re gon na get things began by going into our menu, into our account when you’ve signed up with Calendly. And one of 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 whatever is based around your relationship with Calendly and your calendar. 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 allows Calendly to book those appointments straight to your calendar however it likewise permits Calendly.
to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service including 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 publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile picture here in addition to your name and perhaps a welcome message just when they arrive at your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to add here. And last but not least, 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’ve got two occasions presently that people 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 brand-new occasion type, which is gon na open up a brand-new screen.
Let’s say produce 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 just your reference. 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, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you select, you may have some additional options awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee should call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the visit. 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have multiple occasions that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they know what they’re getting also.
Now once we struck 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