Are you a specialist, a freelancer or maybe you’re just searching for more leads and enabling people to easily 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 everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I’ve utilized Calendly for a while now. It is a fast and extremely easy tool to allow people who are interested in my service 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 kicked off by entering into our menu, into our account once you’ve 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 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 only allows Calendly to book those appointments directly to your calendar but it likewise enables Calendly.
to examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for disputes more than just the one that you have actually chosen up here and you can also define which calendar to add those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm 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 upload an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile image here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next action, 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 include here. And finally, 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 have actually got two occasions currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
Let’s state create 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 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, Fulfilling with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you choose, you might have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. If somebody is considering reserving 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 scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore specifically. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they understand what they’re getting.
Now when we hit 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