Are you a specialist, 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 show you everything you require to know to use Calendly Hey there everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve used Calendly for a while now. It is a really easy and fast tool to permit people who are interested in my business and in my work to book time with me. I wan na reveal 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’ve signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 visits directly to your calendar but it likewise allows Calendly.
to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations but things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those consultations to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify 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 just wan na motivate you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile picture here together with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got 2 occasions presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your reference. 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, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone 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 add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. If somebody is thinking about 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 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 offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have several occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our occasion 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 but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of