Are you an expert, a freelancer or maybe you’re simply 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 everything you need to understand to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a fast and very easy tool to enable individuals who have an interest in my organization and in my work to book time with me. So I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections because actually 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 add one or more calendar accounts. This not only allows Calendly to book those visits directly to your calendar however it also permits Calendly.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have actually selected up here and you can likewise define which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm 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 meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.
So let’s say 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 simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting 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 phone call in this case. And in most cases, depending upon the choice that you pick, you may have some extra alternatives awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have reserved the appointment. So if someone is thinking about booking 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 just after they’ve reserved the time will this number be exposed. 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 state update, that’s gon na conserve 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 don’t wan na ignore especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they know what they’re getting as well.
Now as soon as we hit 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