Are you a specialist, a freelancer or maybe you’re simply searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na show you everything you need to know to use Calendly Hey there 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 very easy and quick tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things began by entering into our menu, into our account as soon as you’ve registered with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because actually 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 only allows Calendly to book those appointments directly to your calendar but it likewise enables Calendly.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Just choose add 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. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and maybe a welcome message just when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you would like to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got 2 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 choose that brand-new event type, which is gon na open up a new screen.
Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular 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 phone call in this case. And oftentimes, depending upon the choice that you pick, you might have some extra alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have scheduled the visit. If somebody 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 exposed. 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 update, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect especially. 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 is about compared to maybe some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business 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 separate URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And finally, we can choose a various color. This is extremely handy if you have several events, I’m gon na select red in this case just so it stands out from the other events that I’ve already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of