Are you an expert, a freelancer or maybe you’re just trying to find more leads and allowing individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually used Calendly for a while now. It is a quick and extremely easy tool to permit individuals who have an interest in my service 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 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 since really 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 include one or more calendar accounts. This not only allows Calendly to book those consultations straight to your calendar but it also permits Calendly.
to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 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 visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you would like 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 occasions 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 brand-new event type, which is gon na open up a brand-new screen.
Let’s state create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing 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 oftentimes, depending on the choice that you select, you might have some extra options waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can select this option, my guest must call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. So if someone is thinking about reserving 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 booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na ignore especially if you have several events that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your business 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. So in this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a different color. This is very valuable if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of