Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to understand to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I have actually used Calendly for a while now. It is a really easy and fast tool to enable individuals who have an interest in my service and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those visits straight to your calendar but it also allows Calendly.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply 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 likewise look for disputes. You can use multiple calendars to look for disputes more than just the one that you have selected up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include 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 upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and perhaps a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two occasions presently that people can choose from and when they click on one of those events, they are also 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.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the option that you pick, you might have some additional alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the appointment. If someone 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 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 them to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na neglect specifically if you have multiple events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe a few of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they understand what they’re getting as well.
Now once we struck 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