Are you a specialist, a freelancer or perhaps you’re simply looking for more leads and enabling individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and enjoy less stress. And I have actually utilized Calendly for a while now. It is a quick and really simple tool to allow people who are interested in my business and in my work to book time with me. So 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 as soon as you have actually signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. Because truly everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The 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 directly to your calendar however it also permits Calendly.
to inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to look for disputes more than just the one that you have actually selected up here and you can likewise define which calendar to include those appointments to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just select include calendar account here and you can validate 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. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 occasions currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.
Let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, 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 choice that you pick, you may have some extra 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 booking that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the appointment. So if somebody is thinking about 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 reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say update, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be using to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other events that I have offered. 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 full 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 once again, you wan na try make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
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