Are you an expert, a freelancer or perhaps you’re simply trying to find more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less tension. And I’ve utilized Calendly for a while now. It is a fast and very simple tool to permit individuals who have an interest in my service 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 kicked off by going into our menu, into our account when you’ve registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. The very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not just permits Calendly to book those consultations straight to your calendar but it also enables Calendly.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually picked up here and you can also specify which calendar to add those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just choose add 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 simply wan na encourage you to submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and maybe a welcome message just when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two occasions presently that individuals can select from and when they click on one of those occasions, 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 say produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the alternative that you choose, you may have some extra options awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the visit. If someone is considering scheduling 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 booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na state update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly 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 again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they understand what they’re getting as well.
And lastly, we can pick a different color. This is really practical if you have numerous occasions, I’m gon na select red in this case so it stands out from the other events that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of