Are you a specialist, a freelancer or maybe you’re just searching for more leads and enabling people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress. And I’ve used Calendly for a while now. It is a quick and really simple tool to permit individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things begun. So we’re gon na get things started by entering into our menu, into our account as soon as you’ve signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add one or more calendar accounts. This not just permits Calendly to book those appointments directly to your calendar but it also permits Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are happening perhaps in your individual life or other conferences that show 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 conflicts more than simply the one that you have selected up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections set up correctly. Just select add calendar account here and you can verify 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 just wan na motivate 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 great profile photo here along with your name and maybe 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 design or some other image that you wish to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your organization 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 occasions, 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 state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the option that you select, you might have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually booked the visit. If somebody is thinking about scheduling 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 revealed. However 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 say update, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe a few of the other occasions that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your full name to get them to your main Calendly page but 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. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they know what they’re getting.
And last but not least, we can pick a different color. This is really useful if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of