Are you a consultant, a freelancer or possibly you’re simply searching for more leads and permitting people to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to allow people who have an interest in my company and in my work to book time with me. So 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 when you’ve 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 because really whatever is based around your relationship with Calendly and your calendar. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just enables Calendly to book those appointments directly to your calendar but it likewise permits Calendly.
to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established properly. Just choose include 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 publish an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and possibly a welcome message just when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I’ve got 2 occasions presently that people 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 brand-new occasion type, which is gon na open up a brand-new screen.
Let’s say create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your recommendation. 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 identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this an in person conference, a phone 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 phone call in this case. And oftentimes, depending on the alternative that you select, you might have some additional options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, 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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they understand what they’re getting also.
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