Are you an expert, a freelancer or possibly you’re simply searching for more leads and permitting people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a very easy and quick tool to permit individuals who are interested in my service and in my work to book time with me. I wan na show you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And among 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 due to the fact that truly whatever is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just enables Calendly to book those consultations straight to your calendar but it also allows Calendly.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use multiple calendars to check for disputes more than simply the one that you have selected up here and you can also define which calendar to add those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can authenticate 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 encourage you to upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile image here together with your name and perhaps 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 or some other image that you want to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.
So let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the alternative that you choose, you may have some additional choices waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their contact number. I need to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. If someone is thinking about 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 just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’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. Down listed below we can add a description which is something you do not wan na neglect particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to maybe some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting.
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