Are you an expert, a freelancer or maybe you’re just looking for more leads and permitting 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 utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually utilized Calendly for a while now. It is a really simple and quick tool to permit individuals who are interested in my organization 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 once you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Because really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include one or more calendar accounts. This not only permits Calendly to book those visits directly to your calendar however it likewise permits Calendly.
to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have actually selected up here and you can likewise specify which calendar to add those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established correctly. Just choose add calendar account here and you can authenticate 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 simply wan na motivate you to submit an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company 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 company or maybe it’s your complete name. I’ve got 2 occasions presently that people can pick from and when they click on one of those events, 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.
Let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone 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 pick phone call in this case. And in many cases, depending upon the alternative that you pick, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this choice, my guest should call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have scheduled the visit. If somebody is thinking about booking 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 booked the time will this number be exposed. 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 upgrade, that’s gon na conserve that choice here. If you have numerous events 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 especially. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe 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 organization name or perhaps your full 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 once again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting also.
And last but not least, we can select a various color. This is really helpful if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of