Are you a consultant, a freelancer or maybe you’re just looking for more leads and permitting individuals to quickly and expertly 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, assisting you to get more done and take pleasure in less tension. And I’ve used Calendly for a while now. It is a really simple and quick tool to permit 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 registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections since actually whatever is based around your relationship with Calendly and your calendar. 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 enables Calendly to book those appointments straight to your calendar however it also allows Calendly.
to inspect other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for disputes more than simply the one that you have chosen up here and you can also define which calendar to include those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established 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 just wan na encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you would like to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got two occasions presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
Let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the alternative that you choose, you may have some extra options awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I need to understand who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have scheduled the appointment. If someone is considering 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 just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect particularly. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to possibly some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they know what they’re getting also.
And lastly, we can choose a different color. This is extremely helpful if you have several occasions, I’m gon na pick red in this case so it stands out from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of