Are you an expert, a freelancer or perhaps you’re just trying to find more leads and allowing individuals to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less tension. And I have actually utilized Calendly for a while now. It is a quick and extremely easy tool to permit individuals who are interested in my company and in my work to book time with me. I wan na reveal you how to get things started. So 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 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 since 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 only permits Calendly to book those consultations straight to your calendar however it also permits Calendly.
to check other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also check for disputes. You can use multiple calendars to look for disputes more than just the one that you have chosen up here and you can also define which calendar to include those appointments to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established properly. Simply select include calendar account here and you can verify 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 simply wan na motivate you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got two occasions presently 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 select that brand-new occasion type, which is gon na open up a brand-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 keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you pick, you might have some extra choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can choose this choice, 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 scheduled the visit. 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’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’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 numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly a few of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or maybe your full name to get them to your main 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 specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
Now as soon as 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