Are you an expert, a freelancer or possibly you’re simply looking for more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to know to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a quick and very easy tool to enable people who are interested in my company and in my work to book time with me. So I wan na show you how to get things started. So we’re gon na get things started by entering into our menu, into our account once you’ve joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. 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 appointments straight to your calendar but it also permits Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to check for disputes more than just the one that you have actually picked up here and you can also specify which calendar to include those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established properly. Simply select include calendar account here and you can validate 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 upload an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise 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 the my link.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I have actually got 2 events currently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.
Let’s say develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you choose, you might have some additional alternatives waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their telephone number. I require to know who I’m calling or I can pick this choice, my guest should call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. So if somebody 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 now, it’s just after they’ve 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 say update, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have several occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to maybe a few of the other occasions that I have offered. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting too.
Now when 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