Are you an expert, a freelancer or perhaps you’re simply searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require 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 used Calendly for a while now. It is a very simple and quick tool to enable people who have an interest in my organization and in my work to book time with me. So I wan na show 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 one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that truly everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only allows Calendly to book those appointments straight to your calendar but it likewise allows Calendly.
to examine other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are happening maybe in your personal life or other meetings 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 simply the one that you have picked up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can confirm with any calendar service including 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 submit an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want to include here. And last but not least, 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 have actually got 2 events 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 select that new occasion type, which is gon na open up a new screen.
So let’s say produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the option that you select, you may have some additional options waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my invitee should 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 show this number until they have booked the consultation. If somebody 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 just after they’ve reserved 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook particularly. 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 separate what this event is about compared to maybe some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain 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 different URL. In this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting also.
And lastly, we can select a various color. This is very handy if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other events that I’ve already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of