Are you a specialist, a freelancer or perhaps you’re just trying to find more leads and enabling individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hey there 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 quick and extremely easy tool to permit 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 began by going into our menu, into our account when you’ve signed up with Calendly. And among 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 ensure that you include one or more calendar accounts. This not just allows Calendly to book those appointments directly to your calendar however it likewise enables Calendly.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those appointments to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established correctly. Just select include calendar account here and you can validate 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 publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got 2 occasions presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the choice that you pick, you may have some additional choices awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I require to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be exposed. However 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 update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, 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 maybe some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they understand what they’re getting too.
Now when we struck 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