Are you a consultant, a freelancer or maybe you’re just trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to know to use Calendly Hello everybody, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I’ve used Calendly for a while now. It is a quick and extremely simple tool to allow individuals who are interested in my company 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 started by entering 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. Because actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you include several calendar accounts. This not just permits Calendly to book those visits straight to your calendar but it likewise enables Calendly.
to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly consultations but things that are taking place perhaps 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 use numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to include those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify 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 just wan na motivate you to submit an image. If this is meetings or appointments 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 just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company 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 organization or perhaps it’s your full name. I have actually got 2 occasions currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion 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 just gon na call this one, Fulfilling with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include an area 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 meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you choose, you might have some additional options waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the visit. 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 away, it’s only 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 supply their phone number. I’m gon na state update, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have numerous 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 differentiate what this event is about compared to perhaps a few of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they understand what they’re getting as well.
And lastly, we can select a different color. This is very useful if you have several events, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of