Are you an expert, a freelancer or perhaps you’re just looking for more leads and enabling people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you require to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a fast and extremely easy tool to enable individuals who are interested in my business 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 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 want to go to calendar connections due to the fact that really whatever 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 enables Calendly to book those appointments directly to your calendar but it also permits Calendly.
to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments 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 several calendars to look for disputes more than just the one that you have actually selected up here and you can likewise define which calendar to add those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm 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 publish an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your good profile image 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 company logo or some other image that you want to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-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 offer it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted 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 pick, you may have some additional options waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I need to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na ignore specifically if you have multiple occasions that you’re gon na be using to your users. I’m just gon na state, this is a conference 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 occasions that I have available. And then simply listed 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 separate URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling 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.
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