Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to permit individuals who are interested in my company and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very 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 consultations directly to your calendar but it likewise enables Calendly.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have picked up here and you can also specify which calendar to include those visits to. So this is definitely 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 confirm 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 encourage you to upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you would like 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 business 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 occasions, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.
So let’s state create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the option that you choose, you may have some extra alternatives waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can select this alternative, my guest must call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the visit. 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 right now, it’s just after they have actually booked 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 offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however also 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