Are you a specialist, a freelancer or perhaps you’re simply 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 show you everything you need to understand to utilize Calendly Hey there everybody, Scott Friesen here at Simpletivity, helping you to get more done and delight in less tension. And I have actually used Calendly for a while now. It is a very simple and quick tool to allow people who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections because really everything 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 only enables Calendly to book those consultations directly to your calendar but it likewise permits Calendly.
to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are happening 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 several calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections established properly. Just choose add calendar account here and you can authenticate 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 encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile picture here together with your name and maybe a welcome message simply when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got two events presently 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 choose that brand-new occasion type, which is gon na open up a new screen.
Let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you pick, you might have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if somebody is considering scheduling 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. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na say update, that’s gon na save that alternative here. If you have several 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 neglect particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they understand what they’re getting as well.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of