Are you a specialist, a freelancer or possibly you’re just searching for more leads and permitting individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to know to utilize Calendly Hi everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve utilized Calendly for a while now. It is a quick and very simple tool to permit individuals who have an interest in my organization 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 as soon as 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 because truly whatever is based around your relationship with Calendly and your calendar. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just allows Calendly to book those visits directly to your calendar but it likewise allows Calendly.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just select add calendar account here and you can verify with any calendar service including 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 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 advise that you put your great profile picture 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 quick stop at the branding page to include your business logo or some other image that you would like to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got 2 events presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion 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 provide it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the option that you select, you might have some additional alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have numerous occasions 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 ignore specifically. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete 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 specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting.
And finally, we can select a various color. This is very practical if you have numerous occasions, I’m gon na pick red in this case just so it stands out from the other events that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of