Are you an expert, a freelancer or possibly 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 reveal you everything you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and very simple tool to permit individuals who have an interest in my company and in my work to book time with me. So I wan na show you how to get things begun. So we’re gon na get things started by entering into our menu, into our account when 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. And we wish to go to calendar connections due to the fact that truly everything 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 only enables Calendly to book those consultations directly to your calendar however it also enables Calendly.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring possibly 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 use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 just wan na motivate you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two events presently that people can choose 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 new screen.
So let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you might have some extra alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative 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 ignore especially. I’m simply gon na state, 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 then 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 attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting also.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of