Are you a specialist, a freelancer or possibly you’re just looking for more leads and enabling individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to allow people who are interested in my organization and in my work to book time with me. So 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 one of the top places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not just enables Calendly to book those visits straight to your calendar however it likewise enables Calendly.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have picked up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just choose add calendar account here and you can authenticate 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 motivate you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile photo here along with your name and perhaps 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 or some other image that you would like to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got 2 events currently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.
So let’s say create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the alternative that you select, you might have some additional options waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee should call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have scheduled the visit. 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 only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have multiple occasions that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting also.
Now when we struck 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