Are you an expert, a freelancer or maybe you’re simply trying to find more leads and allowing individuals to quickly and professionally book time in your calendar? Well, in today’s video, I’m gon na show you whatever you need to understand 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 used Calendly for a while now. It is a quick and extremely simple tool to enable people who have an interest in my organization and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since really everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you add several calendar accounts. This not only allows Calendly to book those consultations directly to your calendar however it also enables Calendly.
to inspect other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to look for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include 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 encourage you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I’ve got two events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.
Let’s say create 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 simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, 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 on the alternative that you choose, you might have some extra options awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have several occasions that you’re gon na be using to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps a few of the other occasions that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your primary Calendly page but 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. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they understand what they’re getting as well.
Now when 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