Are you an expert, a freelancer or possibly you’re simply looking for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to utilize Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a really easy and fast tool to allow individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things began by going into our menu, into our account as soon as you have actually joined Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we wish to go to calendar connections since really everything 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 only enables Calendly to book those visits directly to your calendar however it also allows Calendly.
to check 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 possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than just the one that you have chosen up here and you can also specify which calendar to add those visits to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established properly. Simply choose include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo 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 service or maybe it’s your complete name. I have actually got two events presently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your referral. 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, truly basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the alternative that you choose, you might have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. If someone is considering reserving 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 scheduled 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 them to offer their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore particularly. 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 separate what this occasion has to do with compared to perhaps some of the other events that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting also.
And last but not least, we can pick a different color. This is very valuable if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of